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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 | $285,263 | $129,737+119.9% | $119,126+139.5% | $154,746+84.3% |
| Participation rate | 86.7% | 78.9%+7.8pp | 75.8%+10.9pp | 80.7%+6.0pp |
| Annual return | 10.66% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,111 | $4,375-6.0% | $4,034+1.9% | $4,379-6.1% |
| Participant deferral / active EE | $12,333 | $5,842+111.1% | $5,318+131.9% | $6,730+83.2% |
| Admin fee / account holder | $59,912 | $11,961+400.9% | $10,693+460.3% | $14,365+317.1% |