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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 | $256,275 | $176,105+45.5% | $159,474+60.7% | $167,536+53.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.47% | 331.91%-317.4pp | 263.68%-249.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $38,000 | $5,299+617.1% | $4,831+686.6% | $4,839+685.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,608 | $12,559-63.3% | $10,802-57.3% | $12,315-62.6% |