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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 | $267,884 | $72,071+271.7% | $68,368+291.8% | $137,256+95.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 45.07% | 353.14%-308.1pp | 292.57%-247.5pp | 220.34%-175.3pp |
| Employer contribution / active EE | $5,622 | $2,788+101.6% | $2,649+112.2% | $4,156+35.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,062 | $5,336+32.4% | $5,150+37.1% | $12,270-42.4% |