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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 | $514,704 | $48,053+971.1% | $84,623+508.2% | $72,983+605.2% |
| Participation rate | 96.8% | 57.6%+39.2pp | 68.2%+28.5pp | 69.5%+27.3pp |
| Annual return | 47.53% | 37.39%+10.1pp | 258.77%-211.2pp | 81.01%-33.5pp |
| Employer contribution / active EE | $9,459 | $1,602+490.5% | $2,652+256.6% | $2,440+287.7% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,191 | $3,395+141.2% | $4,913+66.7% | $5,124+59.9% |