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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 | $324,732 | $142,361+128.1% | $119,608+171.5% | $134,509+141.4% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | 106.38% | -12.46%+118.8pp | -14.98%+121.4pp | 418.13%-311.8pp |
| Employer contribution / active EE | $5,324 | $5,224+1.9% | $4,232+25.8% | $4,741+12.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,844 | $13,588-49.6% | $10,326-33.7% | $11,427-40.1% |