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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 | $259,020 | $137,414+88.5% | $189,537+36.7% | $85,847+201.7% |
| Participation rate | 89.7% | 84.6%+5.1pp | 87.8%+1.9pp | 69.3%+20.4pp |
| Annual return | 12.87% | 38.14%-25.3pp | 555.34%-542.5pp | 318.61%-305.7pp |
| Employer contribution / active EE | $10,221 | $4,344+135.3% | $6,161+65.9% | $2,565+298.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $30,130 | $8,630+249.1% | $12,048+150.1% | $6,261+381.3% |