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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 | $328,915 | $81,696+302.6% | $70,494+366.6% | $158,982+106.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 11.18% | 208.70%-197.5pp | 109.16%-98.0pp | 302.99%-291.8pp |
| Employer contribution / active EE | $5,164 | $3,220+60.4% | $2,738+88.6% | $4,763+8.4% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,366 | $6,200+51.1% | $3,848+143.4% | $11,252-16.8% |