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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 | $251,073 | $176,105+42.6% | $159,474+57.4% | $167,536+49.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.57% | 331.91%-310.3pp | 263.68%-242.1pp | 478.82%-457.2pp |
| Employer contribution / active EE | $12,000 | $5,299+126.5% | $4,831+148.4% | $4,839+148.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,197 | $12,559-82.5% | $10,802-79.7% | $12,315-82.2% |