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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 | $510,188 | $198,457+157.1% | $170,435+199.3% | $147,586+245.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.86% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $14,270 | $6,183+130.8% | $5,432+162.7% | $4,876+192.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,918 | $16,852-70.8% | $13,881-64.6% | $10,886-54.8% |