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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 | $750,345 | $102,422+632.6% | $147,117+410.0% | $80,959+826.8% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 17.32% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $10,351 | $3,717+178.4% | $4,932+109.9% | $2,757+275.4% |
| Participant deferral / active EE | $11,603 | $6,652+74.4% | $8,065+43.9% | $4,300+169.8% |
| Admin fee / account holder | $26,003 | $7,953+226.9% | $12,993+100.1% | $6,925+275.5% |