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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 | $331,330 | $227,633+45.6% | $189,597+74.8% | $167,553+97.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.69% | 78.45%-65.8pp | 64.20%-51.5pp | 478.89%-466.2pp |
| Employer contribution / active EE | $26,307 | $5,317+394.8% | $4,412+496.2% | $4,840+443.6% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $20,100 | $11,879+69.2% | $9,807+105.0% | $12,316+63.2% |