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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 | $273,598 | $156,927+74.3% | $121,169+125.8% | $139,456+96.2% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 19.06% | 1475.85%-1456.8pp | 986.71%-967.6pp | 373.45%-354.4pp |
| Employer contribution / active EE | $10,994 | $5,542+98.4% | $4,168+163.8% | $4,753+131.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,814 | $6,946-16.3% | $5,645+3.0% | $11,407-49.0% |