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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 | $255,794 | $112,933+126.5% | $90,970+181.2% | $158,982+60.9% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.7pp |
| Annual return | 10.32% | 215.82%-205.5pp | 134.60%-124.3pp | 302.99%-292.7pp |
| Employer contribution / active EE | $11,073 | $2,893+282.7% | $2,122+421.9% | $4,763+132.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,651 | $8,047-79.5% | $5,961-72.3% | $11,252-85.3% |