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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 | $266,214 | $160,028+66.4% | $147,080+81.0% | $145,884+82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 98.60%-81.0pp | 420.17%-402.6pp | 551.85%-534.2pp |
| Employer contribution / active EE | $30,690 | $5,286+480.6% | $4,933+522.1% | $4,662+558.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,058 | $15,030-46.4% | $12,989-38.0% | $13,392-39.8% |