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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 | $309,738 | $97,729+216.9% | $83,830+269.5% | $135,379+128.8% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | 9.91% | 1287.52%-1277.6pp | 850.97%-841.1pp | 519.79%-509.9pp |
| Employer contribution / active EE | $16,662 | $4,222+294.7% | $3,631+358.9% | $4,779+248.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,603 | $6,674+268.6% | $5,479+349.1% | $10,828+127.2% |