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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 | $289,256 | $63,346+356.6% | $92,240+213.6% | $70,126+312.5% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 32.75% | 530.19%-497.4pp | 176.29%-143.5pp | 73.15%-40.4pp |
| Employer contribution / active EE | $14,244 | $2,471+476.4% | $3,680+287.1% | $2,343+508.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,500 | $3,841-34.9% | $5,194-51.9% | $4,645-46.2% |