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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 | $345,798 | $148,623+132.7% | $135,974+154.3% | $139,466+147.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 51.66% | 79.30%-27.6pp | 68.30%-16.6pp | 373.66%-322.0pp |
| Employer contribution / active EE | $40,964 | $5,246+680.8% | $4,859+743.1% | $4,754+761.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,596 | $12,406-46.8% | $10,767-38.7% | $11,409-42.2% |