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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 | $253,913 | $55,437+358.0% | $155,534+63.3% | $74,459+241.0% |
| Participation rate | 84.8% | 61.9%+22.9pp | 78.2%+6.5pp | 67.2%+17.5pp |
| Annual return | 23.64% | 269.58%-245.9pp | 64.92%-41.3pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $17,077 | $2,266+653.6% | $4,675+265.3% | $2,626+550.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7,709 | $1,742+342.4% | $15,900-51.5% | $1,945+296.4% |