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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 | $287,288 | $92,743+209.8% | $82,744+247.2% | $134,532+113.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.6pp | 81.2%+3.0pp |
| Annual return | 16.59% | 946.63%-930.0pp | 702.22%-685.6pp | 418.27%-401.7pp |
| Employer contribution / active EE | $6,316 | $3,273+93.0% | $3,008+110.0% | $4,741+33.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,960 | $5,977+16.4% | $5,325+30.7% | $11,429-39.1% |