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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 | $417,941 | $102,429+308.0% | $147,096+184.1% | $80,925+416.5% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 18.46% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $11,734 | $3,716+215.8% | $4,936+137.7% | $2,756+325.7% |
| Participant deferral / active EE | $11,209 | $6,649+68.6% | $8,071+38.9% | $4,299+160.8% |
| Admin fee / account holder | $28,766 | $7,957+261.5% | $13,005+121.2% | $6,940+314.5% |