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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 | $331,587 | $150,197+120.8% | $120,368+175.5% | $145,959+127.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.24% | 154.26%-142.0pp | 107.26%-95.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $10,556 | $4,350+142.6% | $3,465+204.7% | $4,661+126.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,706 | $12,216+4.0% | $9,429+34.8% | $13,398-5.2% |