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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 | $611,850 | $85,171+618.4% | $172,753+254.2% | $72,976+738.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.41% | 27.32%-4.9pp | 803.00%-780.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $24,028 | $3,324+622.9% | $5,144+367.1% | $2,440+884.7% |
| Participant deferral / active EE | $18,354 | $3,260+463.0% | $5,198+253.1% | $3,608+408.8% |
| Admin fee / account holder | $4,363 | $5,880-25.8% | $13,956-68.7% | $5,124-14.9% |