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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 | $680,642 | $102,393+564.7% | $147,041+362.9% | $80,911+741.2% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 14.98% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.7pp |
| Employer contribution / active EE | $5,423 | $3,715+46.0% | $4,935+9.9% | $2,756+96.8% |
| Participant deferral / active EE | $10,083 | $6,647+51.7% | $8,071+24.9% | $4,297+134.6% |
| Admin fee / account holder | $13,302 | $7,943+67.5% | $13,006+2.3% | $6,935+91.8% |