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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 | $102,422+273.0% | $147,117+159.7% | $80,959+371.9% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 21.13% | 135.16%-114.0pp | 420.54%-399.4pp | 35.67%-14.5pp |
| Employer contribution / active EE | $6,826 | $3,717+83.6% | $4,932+38.4% | $2,757+147.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $85,291 | $7,953+972.4% | $12,993+556.5% | $6,925+1131.6% |