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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 | $652,828 | $90,691+619.8% | $76,119+757.6% | $145,884+347.5% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.1%+15.1pp | 80.3%+3.9pp |
| Annual return | 19.13% | 624.52%-605.4pp | 361.25%-342.1pp | 551.85%-532.7pp |
| Employer contribution / active EE | $13,864 | $3,329+316.5% | $2,693+414.9% | $4,662+197.4% |
| Participant deferral / active EE | $20,119 | $5,167+289.4% | $4,259+372.4% | $6,690+200.8% |
| Admin fee / account holder | $22,137 | $8,383+164.1% | $6,421+244.7% | $13,392+65.3% |