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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 | $446,215 | $102,385+335.8% | $147,080+203.4% | $80,935+451.3% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 54.25% | 135.09%-80.8pp | 420.17%-365.9pp | 35.66%+18.6pp |
| Employer contribution / active EE | $24,383 | $3,717+556.0% | $4,933+394.2% | $2,757+784.5% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,394 | $7,951+131.3% | $12,989+41.6% | $6,924+165.6% |