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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 | $737,914 | $155,840+373.5% | $124,694+491.8% | $167,553+340.4% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 9.96% | 17.98%-8.0pp | 5144.82%-5134.9pp | 478.89%-468.9pp |
| Employer contribution / active EE | $7,251 | $4,165+74.1% | $3,325+118.1% | $4,840+49.8% |
| Participant deferral / active EE | $6,309 | $5,675+11.2% | $4,615+36.7% | $6,343-0.5% |
| Admin fee / account holder | $21,204 | $9,536+122.4% | $7,495+182.9% | $12,316+72.2% |