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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 | $102,429+351.1% | $147,096+214.1% | $80,925+470.9% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 154.11% | 135.02%+19.1pp | 419.75%-265.6pp | 35.65%+118.5pp |
| Employer contribution / active EE | $8,549 | $3,716+130.1% | $4,936+73.2% | $2,756+210.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,334 | $7,957-70.7% | $13,005-82.0% | $6,940-66.4% |