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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 | $547,676 | $183,592+198.3% | $155,567+252.1% | $145,959+275.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.20% | 61.24%-44.0pp | 64.74%-47.5pp | 561.95%-544.8pp |
| Employer contribution / active EE | $13,666 | $5,315+157.1% | $4,674+192.4% | $4,661+193.2% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,361 | $19,318+26.1% | $15,916+53.1% | $13,398+81.8% |