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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 | $615,758 | $102,429+501.2% | $147,096+318.6% | $80,925+660.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.29% | 135.02%-117.7pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $15,377 | $3,716+313.9% | $4,936+211.5% | $2,756+457.9% |
| Participant deferral / active EE | $8,202 | $6,649+23.4% | $8,071+1.6% | $4,299+90.8% |
| Admin fee / account holder | $20,901 | $7,957+162.7% | $13,005+60.7% | $6,940+201.2% |