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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 | $287,792 | $106,008+171.5% | $92,240+212.0% | $147,586+95.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.17% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,937 | $4,333+60.1% | $3,680+88.5% | $4,876+42.3% |
| Participant deferral / active EE | $6,940 | $4,478+55.0% | $3,897+78.1% | $5,439+27.6% |
| Admin fee / account holder | $23,328 | $6,333+268.4% | $5,194+349.1% | $10,886+114.3% |