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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 | $309,163 | $197,637+56.4% | $177,848+73.8% | $158,982+94.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.67% | 58.77%-41.1pp | 48.33%-30.7pp | 302.99%-285.3pp |
| Employer contribution / active EE | $15,163 | $6,698+126.4% | $5,919+156.2% | $4,763+218.4% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,399 | $15,406-52.0% | $12,431-40.5% | $11,252-34.2% |