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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 | $839,680 | $160,028+424.7% | $147,080+470.9% | $145,884+475.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 11.37% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,381 | $5,286-54.9% | $4,933-51.7% | $4,662-48.9% |
| Participant deferral / active EE | $17,989 | $8,422+113.6% | $8,066+123.0% | $6,690+168.9% |
| Admin fee / account holder | $60,503 | $15,030+302.5% | $12,989+365.8% | $13,392+351.8% |