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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 | $369,269 | $176,794+108.9% | $146,647+151.8% | $167,553+120.4% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.7pp |
| Annual return | 19.21% | 24.04%-4.8pp | 22.75%-3.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $23,347 | $5,161+352.3% | $4,137+464.3% | $4,840+382.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $52,862 | $13,262+298.6% | $10,281+414.2% | $12,316+329.2% |