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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 | $283,862 | $99,011+186.7% | $86,582+227.9% | $147,586+92.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 14.42% | 1312.75%-1298.3pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $3,813 | $3,132+21.7% | $2,839+34.3% | $4,876-21.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37,857 | $5,709+563.1% | $4,904+671.9% | $10,886+247.8% |