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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 | $401,545 | $94,031+327.0% | $115,768+246.9% | $82,448+387.0% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.4%+23.6pp | 68.1%+29.9pp |
| Annual return | 86.36% | 20.61%+65.8pp | 100.46%-14.1pp | 41.64%+44.7pp |
| Employer contribution / active EE | $20,843 | $2,323+797.1% | $2,940+609.0% | $2,551+717.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $59,714 | $10,249+482.6% | $12,439+380.0% | $7,234+725.4% |