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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 | $273,687 | $70,418+288.7% | $96,570+183.4% | $85,847+218.8% |
| Participation rate | 95.9% | 61.8%+34.1pp | 69.8%+26.1pp | 69.3%+26.6pp |
| Annual return | 49.92% | 18.59%+31.3pp | 37.79%+12.1pp | 318.61%-268.7pp |
| Employer contribution / active EE | $22,248 | $1,413+1474.2% | $2,357+843.8% | $2,565+767.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,399 | $4,995+148.2% | $6,182+100.6% | $6,261+98.0% |