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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 | $323,910 | $103,008+214.5% | $90,304+258.7% | $152,897+111.8% |
| Participation rate | 85.0% | 75.9%+9.1pp | 73.3%+11.7pp | 82.5%+2.5pp |
| Annual return | 27.63% | 95.22%-67.6pp | 78.13%-50.5pp | 345.43%-317.8pp |
| Employer contribution / active EE | $8,500 | $3,139+170.8% | $2,855+197.7% | $4,764+78.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,498 | $6,175+167.2% | $5,354+208.2% | $11,599+42.2% |