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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 | $102,422+351.1% | $147,117+214.1% | $80,959+470.7% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 154.11% | 135.16%+19.0pp | 420.54%-266.4pp | 35.67%+118.4pp |
| Employer contribution / active EE | $8,549 | $3,717+130.0% | $4,932+73.3% | $2,757+210.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,334 | $7,953-70.6% | $12,993-82.0% | $6,925-66.3% |