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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 | $951,540 | $183,592+418.3% | $155,574+511.6% | $145,877+552.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.33% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $12,156 | $5,317+128.6% | $4,676+160.0% | $4,663+160.7% |
| Participant deferral / active EE | $10,630 | $6,466+64.4% | $5,629+88.8% | $6,691+58.9% |
| Admin fee / account holder | $138,224 | $19,316+615.6% | $15,914+768.6% | $13,402+931.4% |