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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 | $262,594 | $155,833+68.5% | $124,693+110.6% | $167,518+56.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 17.13% | 17.98%-0.8pp | 5144.19%-5127.1pp | 478.71%-461.6pp |
| Employer contribution / active EE | $22,429 | $4,164+438.6% | $3,324+574.7% | $4,838+363.5% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,001 | $9,534-47.5% | $7,494-33.3% | $12,312-59.4% |