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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 | $446,238 | $126,519+252.7% | $106,201+320.2% | $145,959+205.7% |
| Participation rate | 88.2% | 77.7%+10.6pp | 75.3%+12.9pp | 80.3%+8.0pp |
| Annual return | 12.43% | 225.10%-212.7pp | 116.26%-103.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $22,244 | $3,726+497.0% | $3,170+601.8% | $4,661+377.2% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $34,336 | $17,312+98.3% | $11,039+211.0% | $13,398+156.3% |