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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 | $403,306 | $55,446+627.4% | $155,574+159.2% | $74,429+441.9% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 24.99% | 269.20%-244.2pp | 64.87%-39.9pp | 1368.38%-1343.4pp |
| Employer contribution / active EE | $21,955 | $2,266+868.8% | $4,676+369.6% | $2,625+736.4% |
| Participant deferral / active EE | $4,542 | $2,836+60.2% | $5,629-19.3% | $4,348+4.5% |
| Admin fee / account holder | $30,996 | $1,743+1678.3% | $15,914+94.8% | $1,944+1494.2% |