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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 | $373,089 | $166,268+124.4% | $165,100+126.0% | $145,897+155.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 15.97% | 100.52%-84.6pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $7,838 | $5,284+48.3% | $4,348+80.3% | $4,663+68.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $51,114 | $16,659+206.8% | $12,696+302.6% | $13,390+281.7% |