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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 | $150,435+120.4% | $120,580+175.0% | $145,897+127.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.24% | 154.60%-142.4pp | 107.48%-95.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $10,556 | $4,352+142.5% | $3,469+204.3% | $4,663+126.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,706 | $12,182+4.3% | $9,418+34.9% | $13,390-5.1% |