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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 | $412,269 | $183,988+124.1% | $162,177+154.2% | $152,897+169.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.46% | 150.79%-123.3pp | 115.60%-88.1pp | 345.43%-318.0pp |
| Employer contribution / active EE | $13,333 | $6,370+109.3% | $5,613+137.5% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,757 | $13,123-2.8% | $10,843+17.6% | $11,599+10.0% |