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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 | $507,571 | $102,422+395.6% | $147,117+245.0% | $80,959+526.9% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 17.81% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $14,085 | $3,717+278.9% | $4,932+185.5% | $2,757+410.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $83,518 | $7,953+950.1% | $12,993+542.8% | $6,925+1106.0% |