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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 | $335,261 | $171,492+95.5% | $150,734+122.4% | $198,609+68.8% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 6.70% | 804.70%-798.0pp | 600.81%-594.1pp | 202.70%-196.0pp |
| Employer contribution / active EE | $8,933 | $5,470+63.3% | $4,918+81.6% | $5,055+76.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $525,107 | $17,628+2878.8% | $14,905+3422.9% | $19,030+2659.3% |