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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 | $416,234 | $57,352+625.7% | $83,831+396.5% | $64,173+548.6% |
| Participation rate | 91.9% | 68.6%+23.3pp | 76.1%+15.7pp | 69.6%+22.3pp |
| Annual return | 70.43% | 11.38%+59.1pp | 850.99%-780.6pp | 7.63%+62.8pp |
| Employer contribution / active EE | $15,085 | $2,546+492.6% | $3,631+315.4% | $2,381+533.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,593 | $4,046+87.6% | $5,479+38.6% | $4,887+55.3% |