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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 | $102,393+614.0% | $147,041+397.2% | $80,911+803.6% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.22% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $4,448 | $3,715+19.7% | $4,935-9.9% | $2,756+61.4% |
| Participant deferral / active EE | $4,802 | $6,647-27.8% | $8,071-40.5% | $4,297+11.8% |
| Admin fee / account holder | $46,797 | $7,943+489.1% | $13,006+259.8% | $6,935+574.8% |