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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 | $382,052 | $102,382+273.2% | $147,005+159.9% | $80,874+372.4% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 21.13% | 134.89%-113.8pp | 418.76%-397.6pp | 35.62%-14.5pp |
| Employer contribution / active EE | $6,826 | $3,715+83.7% | $4,934+38.3% | $2,756+147.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $85,291 | $7,942+973.9% | $13,006+555.8% | $6,935+1129.8% |