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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 | $333,111 | $100,938+230.0% | $90,461+268.2% | $158,982+109.5% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.2pp |
| Annual return | 10.29% | 1727.20%-1716.9pp | 1294.76%-1284.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $5,331 | $3,691+44.4% | $3,264+63.3% | $4,763+11.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,583 | $6,510+139.4% | $5,617+177.4% | $11,252+38.5% |