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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 | $306,305 | $91,037+236.5% | $71,671+327.4% | $147,585+107.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 17.75% | 20.48%-2.7pp | 20.65%-2.9pp | 578.58%-560.8pp |
| Employer contribution / active EE | $15,817 | $3,327+375.4% | $2,460+543.0% | $4,876+224.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,397 | $8,613+67.2% | $5,558+159.0% | $10,886+32.3% |