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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 | $372,892 | $102,422+264.1% | $147,117+153.5% | $80,959+360.6% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 84.89% | 135.16%-50.3pp | 420.54%-335.6pp | 35.67%+49.2pp |
| Employer contribution / active EE | $22,221 | $3,717+497.7% | $4,932+350.5% | $2,757+705.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,777 | $7,953+85.8% | $12,993+13.7% | $6,925+113.4% |