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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 | $372,959 | $83,369+347.4% | $105,223+254.4% | $67,986+448.6% |
| Participation rate | 94.0% | 56.3%+37.7pp | 75.0%+19.0pp | 57.2%+36.8pp |
| Annual return | 53.15% | 24.64%+28.5pp | 180.65%-127.5pp | 31.67%+21.5pp |
| Employer contribution / active EE | $26,611 | $2,541+947.4% | $3,689+621.5% | $2,019+1218.2% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $19,240 | $4,073+372.4% | $8,859+117.2% | $3,203+500.7% |