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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 | $394,474 | $114,130+245.6% | $96,192+310.1% | $167,553+135.4% |
| Participation rate | 94.7% | 75.1%+19.7pp | 68.4%+26.3pp | 82.1%+12.6pp |
| Annual return | 18.13% | 190.07%-171.9pp | 192.09%-174.0pp | 478.89%-460.8pp |
| Employer contribution / active EE | $21,803 | $3,431+535.5% | $2,799+678.8% | $4,840+350.5% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,801 | $6,901+85.5% | $5,539+131.1% | $12,316+3.9% |