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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 | $731,110 | $102,382+614.1% | $147,005+397.3% | $80,874+804.0% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.22% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $4,448 | $3,715+19.7% | $4,934-9.9% | $2,756+61.4% |
| Participant deferral / active EE | $4,802 | $6,646-27.7% | $8,070-40.5% | $4,297+11.8% |
| Admin fee / account holder | $46,797 | $7,942+489.2% | $13,006+259.8% | $6,935+574.8% |