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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 | $295,226 | $105,210+180.6% | $159,487+85.1% | $85,851+243.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 119.24% | 45.08%+74.2pp | 263.71%-144.5pp | 318.63%-199.4pp |
| Employer contribution / active EE | $5,761 | $3,319+73.6% | $4,831+19.3% | $2,565+124.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,334 | $6,934-66.3% | $10,804-78.4% | $6,261-62.7% |