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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 | $612,875 | $95,415+542.3% | $185,851+229.8% | $85,851+613.9% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 12.75% | 23.59%-10.8pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $19,960 | $3,314+502.3% | $5,168+286.2% | $2,565+678.0% |
| Participant deferral / active EE | $14,974 | $3,424+337.3% | $5,569+168.9% | $3,952+278.9% |
| Admin fee / account holder | $78,078 | $7,215+982.2% | $16,245+380.6% | $6,261+1147.1% |