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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 | $502,266 | $160,028+213.9% | $147,080+241.5% | $145,884+244.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 15.79% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $18,444 | $5,286+248.9% | $4,933+273.9% | $4,662+295.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,382 | $15,030-57.5% | $12,989-50.9% | $13,392-52.3% |