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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 | $312,855 | $109,411+185.9% | $89,435+249.8% | $158,982+96.8% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.0%+27.0pp | 82.0%+13.0pp |
| Annual return | 14.92% | 345.68%-330.8pp | 245.55%-230.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $21,455 | $3,173+576.2% | $2,587+729.3% | $4,763+350.5% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,157 | $6,159-48.7% | $4,884-35.4% | $11,252-71.9% |