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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 | $462,029 | $102,382+351.3% | $147,005+214.3% | $80,874+471.3% |
| Participation rate | 98.5% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 154.11% | 134.89%+19.2pp | 418.76%-264.7pp | 35.62%+118.5pp |
| Employer contribution / active EE | $8,549 | $3,715+130.1% | $4,934+73.3% | $2,756+210.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,334 | $7,942-70.6% | $13,006-82.1% | $6,935-66.3% |