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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 | $359,618 | $165,399+117.4% | $149,745+140.2% | $158,982+126.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.62% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $6,618 | $5,105+29.6% | $4,646+42.4% | $4,763+38.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $773 | $10,811-92.8% | $9,312-91.7% | $11,252-93.1% |