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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 | $313,252 | $105,198+197.8% | $159,455+96.5% | $85,856+264.9% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 36.92% | 45.08%-8.2pp | 263.63%-226.7pp | 318.58%-281.7pp |
| Employer contribution / active EE | $23,473 | $3,319+607.3% | $4,830+386.0% | $2,565+815.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,847 | $6,934+171.8% | $10,800+74.5% | $6,261+201.0% |