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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 | $102,382+264.2% | $147,005+153.7% | $80,874+361.1% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 84.89% | 134.89%-50.0pp | 418.76%-333.9pp | 35.62%+49.3pp |
| Employer contribution / active EE | $22,221 | $3,715+498.2% | $4,934+350.3% | $2,756+706.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,777 | $7,942+86.1% | $13,006+13.6% | $6,935+113.1% |