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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 | $324,746 | $63,342+412.7% | $92,236+252.1% | $70,131+363.1% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 15.80% | 530.15%-514.4pp | 176.29%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $9,005 | $2,471+264.4% | $3,679+144.7% | $2,342+284.4% |
| Participant deferral / active EE | $4,816 | $2,854+68.8% | $3,897+23.6% | $3,332+44.5% |
| Admin fee / account holder | $36,856 | $3,840+859.7% | $5,194+609.6% | $4,645+693.4% |