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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 | $302,506 | $159,934+89.1% | $147,005+105.8% | $145,959+107.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.99% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,474 | $5,287-53.2% | $4,934-49.9% | $4,661-46.9% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $51,136 | $15,053+239.7% | $13,006+293.2% | $13,398+281.7% |