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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 | $645,876 | $107,941+498.4% | $91,994+602.1% | $152,897+322.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.91% | 89.28%-64.4pp | 69.04%-44.1pp | 345.43%-320.5pp |
| Employer contribution / active EE | $17,735 | $4,212+321.1% | $3,453+413.6% | $4,764+272.3% |
| Participant deferral / active EE | $14,439 | $6,366+126.8% | $5,924+143.7% | $5,851+146.8% |
| Admin fee / account holder | $20,035 | $10,521+90.4% | $7,744+158.7% | $11,599+72.7% |