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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 | $416,763 | $289,211+44.1% | $260,467+60.0% | $198,609+109.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 50.40% | 112.90%-62.5pp | 100.60%-50.2pp | 202.70%-152.3pp |
| Employer contribution / active EE | $61,469 | $4,663+1218.2% | $4,239+1350.2% | $5,055+1115.9% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,036 | $16,236-25.9% | $15,461-22.2% | $19,030-36.8% |