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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 | $305,987 | $159,978+91.3% | $147,041+108.1% | $145,978+109.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.65% | 98.36%-85.7pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $10,000 | $5,288+89.1% | $4,935+102.6% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,595 | $15,053-62.8% | $13,006-57.0% | $13,400-58.2% |