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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 | $503,314 | $106,008+374.8% | $92,240+445.7% | $147,586+241.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $16,669 | $4,333+284.7% | $3,680+353.0% | $4,876+241.8% |
| Participant deferral / active EE | $9,817 | $4,478+119.2% | $3,897+151.9% | $5,439+80.5% |
| Admin fee / account holder | $42,105 | $6,333+564.9% | $5,194+710.6% | $10,886+286.8% |