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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 | $261,903 | $63,346+313.5% | $92,240+183.9% | $70,126+273.5% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 18.65% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $25,219 | $2,471+920.5% | $3,680+585.4% | $2,343+976.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,055 | $3,841+265.9% | $5,194+170.6% | $4,645+202.5% |