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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 | $150,346+120.5% | $120,524+175.1% | $145,877+127.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.24% | 154.40%-142.2pp | 107.36%-95.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $10,556 | $4,353+142.5% | $3,469+204.3% | $4,663+126.4% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,706 | $12,215+4.0% | $9,440+34.6% | $13,402-5.2% |