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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 | $372,614 | $175,257+112.6% | $149,717+148.9% | $139,456+167.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.53% | 166.70%-152.2pp | 134.41%-119.9pp | 373.45%-358.9pp |
| Employer contribution / active EE | $20,640 | $5,477+276.9% | $4,820+328.2% | $4,753+334.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,869 | $16,156-69.9% | $13,213-63.1% | $11,407-57.3% |