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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 | $306,223 | $102,422+199.0% | $147,117+108.2% | $80,959+278.2% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 75.66% | 135.16%-59.5pp | 420.54%-344.9pp | 35.67%+40.0pp |
| Employer contribution / active EE | $1,075 | $3,717-71.1% | $4,932-78.2% | $2,757-61.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $878 | $7,953-89.0% | $12,993-93.2% | $6,925-87.3% |