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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 | $286,566 | $160,040+79.1% | $147,096+94.8% | $145,877+96.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.33% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $20,971 | $5,289+296.5% | $4,936+324.9% | $4,663+349.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $273,409 | $15,050+1716.7% | $13,005+2002.3% | $13,402+1940.0% |