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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 | $696,487 | $102,422+580.0% | $147,117+373.4% | $80,959+760.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 82.2%+4.2pp | 67.7%+18.8pp |
| Annual return | 14.44% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $32,830 | $3,717+783.1% | $4,932+565.6% | $2,757+1090.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $40,337 | $7,953+407.2% | $12,993+210.5% | $6,925+482.5% |