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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 | $125,184+256.5% | $105,607+322.5% | $145,884+205.9% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 12.43% | 225.00%-212.6pp | 116.11%-103.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $22,244 | $3,720+498.0% | $3,167+602.4% | $4,662+377.1% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $34,336 | $17,133+100.4% | $10,958+213.3% | $13,392+156.4% |