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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 | $345,519 | $101,591+240.1% | $147,096+134.9% | $74,429+364.2% |
| Participation rate | 89.4% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.83% | 8746.45%-8730.6pp | 419.75%-403.9pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $8,790 | $3,813+130.6% | $4,936+78.1% | $2,625+234.9% |
| Participant deferral / active EE | $12,543 | $7,302+71.8% | $8,071+55.4% | $4,348+188.5% |
| Admin fee / account holder | $29,589 | $1,750+1590.7% | $13,005+127.5% | $1,944+1421.8% |