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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 | $225,673+84.7% | $203,872+104.4% | $155,188+168.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 50.40% | 95.91%-45.5pp | 85.11%-34.7pp | 148.84%-98.4pp |
| Employer contribution / active EE | $61,469 | $4,099+1399.8% | $3,757+1535.9% | $4,248+1347.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,036 | $12,327-2.4% | $11,730+2.6% | $14,480-16.9% |