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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 | $265,837 | $150,412+76.7% | $120,574+120.5% | $145,884+82.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.25% | 154.50%-134.3pp | 107.42%-87.2pp | 551.85%-531.6pp |
| Employer contribution / active EE | $10,232 | $4,355+135.0% | $3,471+194.8% | $4,662+119.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,615 | $12,224-13.2% | $9,445+12.4% | $13,392-20.7% |