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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 | $322,500 | $144,124+123.8% | $117,857+173.6% | $147,585+118.5% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 78.43% | 531.17%-452.7pp | 335.09%-256.7pp | 578.57%-500.1pp |
| Employer contribution / active EE | $17,956 | $4,897+266.7% | $3,786+374.3% | $4,876+268.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42,444 | $10,886+289.9% | $8,020+429.2% | $10,885+289.9% |