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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 | $55,470+627.1% | $155,556+159.3% | $74,478+441.5% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 24.99% | 269.80%-244.8pp | 64.84%-39.8pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $21,955 | $2,267+868.6% | $4,675+369.6% | $2,626+736.0% |
| Participant deferral / active EE | $4,542 | $2,838+60.0% | $5,631-19.3% | $4,350+4.4% |
| Admin fee / account holder | $30,996 | $1,744+1677.1% | $15,885+95.1% | $1,946+1492.9% |