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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 | $643,966 | $49,164+1209.8% | $121,169+431.5% | $75,181+756.6% |
| Participation rate | 97.3% | 55.4%+41.9pp | 69.5%+27.8pp | 67.2%+30.1pp |
| Annual return | 16.02% | 56.03%-40.0pp | 986.71%-970.7pp | 160.69%-144.7pp |
| Employer contribution / active EE | $41,380 | $1,546+2576.0% | $4,168+892.8% | $2,671+1449.5% |
| Participant deferral / active EE | $12,222 | $2,628+365.0% | $4,083+199.4% | $4,126+196.2% |
| Admin fee / account holder | $71,574 | $3,942+1715.5% | $5,645+1167.8% | $5,650+1166.8% |