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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 | $494,090 | $80,812+511.4% | $160,784+207.3% | $82,448+499.3% |
| Participation rate | 97.2% | 66.2%+31.0pp | 77.0%+20.3pp | 68.1%+29.2pp |
| Annual return | 14.79% | 100.59%-85.8pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $13,342 | $2,174+513.7% | $3,733+257.4% | $2,551+423.0% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,073 | $7,695-86.1% | $9,717-89.0% | $7,234-85.2% |