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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 | $546,089 | $116,203+369.9% | $93,621+483.3% | $152,909+257.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.8%+17.0pp | 82.5%+10.4pp |
| Annual return | 56.59% | 35.96%+20.6pp | 32.76%+23.8pp | 345.46%-288.9pp |
| Employer contribution / active EE | $64,255 | $3,219+1896.1% | $2,719+2263.5% | $4,764+1248.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36,265 | $10,751+237.3% | $7,890+359.6% | $11,601+212.6% |