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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 | $286,963 | $56,134+411.2% | $96,192+198.3% | $85,851+234.3% |
| Participation rate | 98.8% | 56.7%+42.1pp | 68.4%+30.4pp | 69.3%+29.5pp |
| Annual return | 133.99% | 42.30%+91.7pp | 192.09%-58.1pp | 318.63%-184.6pp |
| Employer contribution / active EE | $23,174 | $1,620+1330.4% | $2,799+727.8% | $2,565+803.3% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,777 | $3,769+239.0% | $5,539+130.6% | $6,261+104.1% |