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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 | $358,331 | $105,210+240.6% | $159,487+124.7% | $85,851+317.4% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 16.60% | 45.08%-28.5pp | 263.71%-247.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,556 | $5,946+77.5% | $7,354+43.5% | $3,952+167.1% |
| Admin fee / account holder | $19,360 | $6,934+179.2% | $10,804+79.2% | $6,261+209.2% |