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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 | $572,045 | $105,210+443.7% | $159,487+258.7% | $85,851+566.3% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 16.83% | 45.08%-28.3pp | 263.71%-246.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $14,043 | $3,319+323.1% | $4,831+190.7% | $2,565+447.4% |
| Participant deferral / active EE | $13,549 | $5,946+127.9% | $7,354+84.2% | $3,952+242.8% |
| Admin fee / account holder | $41,514 | $6,934+498.7% | $10,804+284.3% | $6,261+563.1% |