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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 | $350,209 | $45,152+675.6% | $73,835+374.3% | $59,633+487.3% |
| Participation rate | 97.5% | 64.0%+33.4pp | 73.4%+24.0pp | 68.7%+28.8pp |
| Annual return | -0.00% | 27.40%-27.4pp | 2268.13%-2268.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $9,977 | $1,901+424.8% | $2,788+257.9% | $2,203+353.0% |
| Participant deferral / active EE | $6,205 | $2,573+141.2% | $3,583+73.2% | $3,192+94.4% |
| Admin fee / account holder | $11,147 | $3,515+217.2% | $4,880+128.4% | $4,297+159.4% |