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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 | $823,940 | $109,967+649.3% | $97,197+747.7% | $145,877+464.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 49.80% | 244.27%-194.5pp | 75.47%-25.7pp | 551.28%-501.5pp |
| Employer contribution / active EE | $16,407 | $3,077+433.3% | $2,723+502.6% | $4,663+251.9% |
| Participant deferral / active EE | $12,988 | $4,676+177.7% | $4,263+204.6% | $6,691+94.1% |
| Admin fee / account holder | $6,636 | $6,199+7.0% | $5,637+17.7% | $13,402-50.5% |