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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 | $55,423+627.7% | $155,602+159.2% | $74,400+442.1% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 24.99% | 269.07%-244.1pp | 64.81%-39.8pp | 1367.51%-1342.5pp |
| Employer contribution / active EE | $21,955 | $2,266+869.1% | $4,675+369.6% | $2,624+736.6% |
| Participant deferral / active EE | $4,542 | $2,835+60.2% | $5,629-19.3% | $4,348+4.5% |
| Admin fee / account holder | $30,996 | $1,744+1676.8% | $15,923+94.7% | $1,944+1494.8% |