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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 | $102,429+335.6% | $147,096+203.3% | $80,925+451.4% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 54.25% | 135.02%-80.8pp | 419.75%-365.5pp | 35.65%+18.6pp |
| Employer contribution / active EE | $24,383 | $3,716+556.2% | $4,936+394.0% | $2,756+784.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,394 | $7,957+131.2% | $13,005+41.4% | $6,940+165.0% |