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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 | $455,439 | $57,312+694.7% | $86,617+425.8% | $75,181+505.8% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 294.17% | 2672.78%-2378.6pp | 591.91%-297.7pp | 160.69%+133.5pp |
| Employer contribution / active EE | $5,565 | $2,315+140.4% | $3,023+84.1% | $2,671+108.4% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,850 | $4,114-55.0% | $5,613-67.0% | $5,650-67.3% |