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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 | $865,831 | $102,429+745.3% | $147,096+488.6% | $80,925+969.9% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 97.59% | 135.02%-37.4pp | 419.75%-322.2pp | 35.65%+61.9pp |
| Employer contribution / active EE | $47,923 | $3,716+1189.8% | $4,936+870.9% | $2,756+1638.7% |
| Participant deferral / active EE | $23,805 | $6,649+258.0% | $8,071+194.9% | $4,299+453.8% |
| Admin fee / account holder | $11,657 | $7,957+46.5% | $13,005-10.4% | $6,940+68.0% |