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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 | $102,385+264.2% | $147,080+153.5% | $80,935+360.7% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 84.89% | 135.09%-50.2pp | 420.17%-335.3pp | 35.66%+49.2pp |
| Employer contribution / active EE | $22,221 | $3,717+497.8% | $4,933+350.4% | $2,757+706.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,777 | $7,951+85.8% | $12,989+13.8% | $6,924+113.4% |