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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 | $422,297 | $115,810+264.6% | $101,271+317.0% | $158,966+165.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 82.0%+10.9pp |
| Annual return | 23.97% | 56.15%-32.2pp | 46.48%-22.5pp | 302.95%-279.0pp |
| Employer contribution / active EE | $29,841 | $4,175+614.7% | $3,660+715.3% | $4,762+526.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,043 | $7,248+162.7% | $5,948+220.2% | $11,250+69.3% |