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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 | $102,422+745.4% | $147,117+488.5% | $80,959+969.5% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 97.59% | 135.16%-37.6pp | 420.54%-322.9pp | 35.67%+61.9pp |
| Employer contribution / active EE | $47,923 | $3,717+1189.2% | $4,932+871.6% | $2,757+1638.1% |
| Participant deferral / active EE | $23,805 | $6,652+257.9% | $8,065+195.2% | $4,300+453.6% |
| Admin fee / account holder | $11,657 | $7,953+46.6% | $12,993-10.3% | $6,925+68.3% |