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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 | $298,006 | $160,040+86.2% | $147,096+102.6% | $145,877+104.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.24% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $7,548 | $5,289+42.7% | $4,936+52.9% | $4,663+61.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,729 | $15,050-88.5% | $13,005-86.7% | $13,402-87.1% |