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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 | $545,083 | $76,634+611.3% | $56,054+872.4% | $145,978+273.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 18.95% | 3004.33%-2985.4pp | 1705.95%-1687.0pp | 550.52%-531.6pp |
| Employer contribution / active EE | $3,776 | $1,380+173.6% | $1,039+263.4% | $4,662-19.0% |
| Participant deferral / active EE | $21,000 | $2,622+700.8% | $1,952+975.7% | $6,690+213.9% |
| Admin fee / account holder | $1,439 | $3,321-56.7% | $2,822-49.0% | $13,400-89.3% |