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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 | $610,873 | $85,171+617.2% | $172,753+253.6% | $72,976+737.1% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 65.68% | 27.32%+38.4pp | 803.00%-737.3pp | 81.02%-15.3pp |
| Employer contribution / active EE | $37,357 | $3,324+1023.9% | $5,144+626.3% | $2,440+1431.0% |
| Participant deferral / active EE | $4,274 | $3,260+31.1% | $5,198-17.8% | $3,608+18.5% |
| Admin fee / account holder | $59,028 | $5,880+903.8% | $13,956+323.0% | $5,124+1052.0% |