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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 | $298,259 | $63,346+370.8% | $92,240+223.4% | $70,126+325.3% |
| Participation rate | 90.5% | 68.7%+21.8pp | 76.5%+14.0pp | 69.5%+20.9pp |
| Annual return | 16.66% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $9,636 | $2,471+289.9% | $3,680+161.9% | $2,343+311.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $26,819 | $3,841+598.3% | $5,194+416.3% | $4,645+477.3% |