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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 | $316,126 | $63,346+399.1% | $92,240+242.7% | $70,126+350.8% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 17.71% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $11,420 | $2,471+362.1% | $3,680+210.3% | $2,343+387.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,238 | $3,841+218.6% | $5,194+135.6% | $4,645+163.4% |