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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 | $793,268 | $102,422+674.5% | $147,117+439.2% | $80,959+879.8% |
| Participation rate | 97.3% | 75.9%+21.5pp | 82.2%+15.1pp | 67.7%+29.7pp |
| Annual return | 18.15% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $26,609 | $3,717+615.8% | $4,932+439.5% | $2,757+865.1% |
| Participant deferral / active EE | $9,121 | $6,652+37.1% | $8,065+13.1% | $4,300+112.1% |
| Admin fee / account holder | $32,977 | $7,953+314.6% | $12,993+153.8% | $6,925+376.2% |