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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 | $97,648+311.2% | $121,663+230.0% | $87,485+359.0% |
| Participation rate | 98.0% | 70.5%+27.5pp | 74.5%+23.5pp | 68.9%+29.1pp |
| Annual return | 86.36% | 18.03%+68.3pp | 147.54%-61.2pp | 26.06%+60.3pp |
| Employer contribution / active EE | $20,843 | $2,300+806.1% | $3,020+590.2% | $2,596+702.8% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $59,714 | $11,100+438.0% | $14,289+317.9% | $7,775+668.0% |