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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 | $642,727 | $124,346+416.9% | $111,308+477.4% | $167,536+283.6% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 25.97% | 37.45%-11.5pp | 54.67%-28.7pp | 478.82%-452.8pp |
| Employer contribution / active EE | $7,500 | $3,437+118.2% | $2,732+174.5% | $4,839+55.0% |
| Participant deferral / active EE | $6,373 | $5,182+23.0% | $4,487+42.0% | $6,342+0.5% |
| Admin fee / account holder | $17,212 | $10,621+62.0% | $7,965+116.1% | $12,315+39.8% |