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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 | $495,339 | $185,905+166.4% | $170,057+191.3% | $139,487+255.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 249.17% | 60.56%+188.6pp | 53.42%+195.8pp | 373.84%-124.7pp |
| Employer contribution / active EE | $9,312 | $7,597+22.6% | $6,790+37.1% | $4,755+95.8% |
| Participant deferral / active EE | $15,000 | $11,627+29.0% | $10,411+44.1% | $6,713+123.5% |
| Admin fee / account holder | $4,981 | $15,397-67.6% | $12,826-61.2% | $11,407-56.3% |