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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 | $49,199+1208.9% | $121,204+431.3% | $75,173+756.6% |
| Participation rate | 97.3% | 55.4%+41.9pp | 69.5%+27.8pp | 67.2%+30.1pp |
| Annual return | 16.02% | 56.04%-40.0pp | 987.18%-971.2pp | 160.72%-144.7pp |
| Employer contribution / active EE | $41,380 | $1,547+2574.3% | $4,170+892.4% | $2,671+1449.3% |
| Participant deferral / active EE | $12,222 | $2,630+364.7% | $4,083+199.4% | $4,126+196.2% |
| Admin fee / account holder | $71,574 | $3,946+1713.8% | $5,651+1166.5% | $5,651+1166.7% |