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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 | $293,894 | $57,330+412.6% | $86,656+239.2% | $75,177+290.9% |
| Participation rate | 76.0% | 63.2%+12.8pp | 71.7%+4.3pp | 67.2%+8.8pp |
| Annual return | 14.44% | 2675.40%-2661.0pp | 593.09%-578.7pp | 160.75%-146.3pp |
| Employer contribution / active EE | $7,953 | $2,316+243.3% | $3,025+162.9% | $2,671+197.8% |
| Participant deferral / active EE | $8,547 | $3,320+157.4% | $4,439+92.5% | $4,126+107.1% |
| Admin fee / account holder | $23,669 | $4,115+475.2% | $5,619+321.3% | $5,651+318.8% |