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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 | $392,971 | $91,537+329.3% | $130,045+202.2% | $75,173+422.8% |
| Participation rate | 97.2% | 71.5%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 70.77% | -631.55%+702.3pp | -137.30%+208.1pp | 160.72%-89.9pp |
| Employer contribution / active EE | $6,307 | $2,845+121.7% | $4,321+46.0% | $2,671+136.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,217 | $6,780-82.1% | $10,600-88.5% | $5,651-78.5% |