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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 | $281,249 | $198,470+41.7% | $170,444+65.0% | $147,585+90.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.49% | 257.30%-242.8pp | 205.94%-191.5pp | 578.56%-564.1pp |
| Employer contribution / active EE | $55,000 | $6,184+789.4% | $5,433+912.4% | $4,876+1027.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,369 | $16,852-74.1% | $13,881-68.5% | $10,885-59.9% |