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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 | $300,087 | $166,131+80.6% | $164,975+81.9% | $145,877+105.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.17% | 100.37%-79.2pp | 70.12%-49.0pp | 551.28%-530.1pp |
| Employer contribution / active EE | $28,560 | $5,276+441.4% | $4,343+557.7% | $4,663+512.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,292 | $16,648-8.1% | $12,688+20.5% | $13,402+14.1% |