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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,337 | $148,623+100.7% | $135,974+119.4% | $139,466+113.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 66.42% | 79.30%-12.9pp | 68.30%-1.9pp | 373.66%-307.2pp |
| Employer contribution / active EE | $14,350 | $5,246+173.5% | $4,859+195.3% | $4,754+201.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,028 | $12,406-51.4% | $10,767-44.0% | $11,409-47.2% |