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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 | $102,429+674.5% | $147,096+439.3% | $80,925+880.3% |
| Participation rate | 97.3% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 18.15% | 135.02%-116.9pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $26,609 | $3,716+616.1% | $4,936+439.1% | $2,756+865.4% |
| Participant deferral / active EE | $9,121 | $6,649+37.2% | $8,071+13.0% | $4,299+112.2% |
| Admin fee / account holder | $32,977 | $7,957+314.4% | $13,005+153.6% | $6,940+375.2% |