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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 | $269,926 | $176,105+53.3% | $159,474+69.3% | $167,536+61.1% |
| Participation rate | 95.7% | 85.0%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 18.56% | 331.91%-313.3pp | 263.68%-245.1pp | 478.82%-460.3pp |
| Employer contribution / active EE | $14,557 | $5,299+174.7% | $4,831+201.3% | $4,839+200.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,363 | $12,559+14.4% | $10,802+33.0% | $12,315+16.6% |