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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 | $278,918 | $168,636+65.4% | $147,618+88.9% | $125,388+122.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.29% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $12,922 | $6,252+106.7% | $5,565+132.2% | $4,866+165.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $91,854 | $13,580+576.4% | $11,612+691.1% | $9,541+862.8% |