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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 | $270,335 | $102,429+163.9% | $147,096+83.8% | $80,925+234.1% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 529.11% | 135.02%+394.1pp | 419.75%+109.4pp | 35.65%+493.5pp |
| Employer contribution / active EE | $4,075 | $3,716+9.7% | $4,936-17.4% | $2,756+47.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,851 | $7,957-64.2% | $13,005-78.1% | $6,940-58.9% |