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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 | $487,948 | $102,422+376.4% | $147,117+231.7% | $80,959+502.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 28.66% | 135.16%-106.5pp | 420.54%-391.9pp | 35.67%-7.0pp |
| Employer contribution / active EE | $12,204 | $3,717+228.3% | $4,932+147.4% | $2,757+342.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,866 | $7,953+74.3% | $12,993+6.7% | $6,925+100.2% |