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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 | $336,880 | $226,090+49.0% | $182,531+84.6% | $152,885+120.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.79% | 192.57%-166.8pp | 148.57%-122.8pp | 345.39%-319.6pp |
| Employer contribution / active EE | $9,318 | $4,978+87.2% | $4,075+128.6% | $4,763+95.6% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,751 | $10,705-65.0% | $8,593-56.3% | $11,598-67.7% |