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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 | $718,358 | $124,175+478.5% | $108,405+562.7% | $167,536+328.8% |
| Participation rate | 91.7% | 82.3%+9.4pp | 80.1%+11.5pp | 82.1%+9.6pp |
| Annual return | 14.43% | 1380.13%-1365.7pp | 905.55%-891.1pp | 478.82%-464.4pp |
| Employer contribution / active EE | $16,302 | $4,188+289.3% | $3,559+358.0% | $4,839+236.9% |
| Participant deferral / active EE | $12,618 | $6,908+82.6% | $6,563+92.3% | $6,342+98.9% |
| Admin fee / account holder | $238,922 | $9,457+2426.4% | $7,297+3174.4% | $12,315+1840.2% |