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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 | $309,478 | $217,432+42.3% | $185,851+66.5% | $167,553+84.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.06% | 148.43%-139.4pp | 122.11%-113.0pp | 478.89%-469.8pp |
| Employer contribution / active EE | $27,000 | $5,874+359.6% | $5,168+422.4% | $4,840+457.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,527 | $19,820-87.3% | $16,245-84.4% | $12,316-79.5% |