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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 | $527,873 | $160,040+229.8% | $147,096+258.9% | $145,877+261.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 10.85% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $11,294 | $5,289+113.5% | $4,936+128.8% | $4,663+142.2% |
| Participant deferral / active EE | $14,030 | $8,429+66.5% | $8,071+73.8% | $6,691+109.7% |
| Admin fee / account holder | $123,811 | $15,050+722.7% | $13,005+852.0% | $13,402+823.8% |