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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 | $316,526 | $159,978+97.9% | $147,041+115.3% | $145,978+116.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.27% | 98.36%-81.1pp | 419.21%-401.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $1,983 | $5,288-62.5% | $4,935-59.8% | $4,662-57.5% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,690+71.9% |
| Admin fee / account holder | $63,923 | $15,053+324.6% | $13,006+391.5% | $13,400+377.0% |