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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 | $102,429+395.5% | $147,096+245.1% | $80,925+527.2% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 17.81% | 135.02%-117.2pp | 419.75%-401.9pp | 35.65%-17.8pp |
| Employer contribution / active EE | $14,085 | $3,716+279.1% | $4,936+185.3% | $2,756+411.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $83,518 | $7,957+949.6% | $13,005+542.2% | $6,940+1103.4% |