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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 | $436,105 | $227,399+91.8% | $189,758+129.8% | $198,609+119.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 13.40% | 61.03%-47.6pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $18,113 | $5,526+227.8% | $4,767+280.0% | $5,055+258.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,074 | $25,162-52.0% | $20,388-40.8% | $19,030-36.6% |