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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 | $309,287 | $105,210+194.0% | $159,487+93.9% | $85,851+260.3% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 16.62% | 45.08%-28.5pp | 263.71%-247.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $24,168 | $3,319+628.1% | $4,831+400.2% | $2,565+842.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $27,675 | $6,934+299.1% | $10,804+156.2% | $6,261+342.0% |