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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 | $542,499 | $60,128+802.2% | $90,440+499.8% | $79,852+579.4% |
| Participation rate | 93.2% | 65.0%+28.2pp | 72.7%+20.5pp | 69.6%+23.5pp |
| Annual return | 10.75% | 71.95%-61.2pp | 1294.38%-1283.6pp | 31.72%-21.0pp |
| Employer contribution / active EE | $26,152 | $2,068+1164.4% | $3,263+701.5% | $2,471+958.3% |
| Participant deferral / active EE | $16,049 | $2,939+446.1% | $3,964+304.9% | $3,740+329.1% |
| Admin fee / account holder | $42,198 | $3,977+960.9% | $5,615+651.6% | $5,306+695.3% |