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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 | $449,082 | $110,093+307.9% | $97,295+361.6% | $145,897+207.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 8.53% | 244.76%-236.2pp | 75.62%-67.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $23,871 | $3,077+675.7% | $2,723+776.7% | $4,663+412.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,561 | $6,212+279.3% | $5,646+317.3% | $13,390+76.0% |