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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 | $514,487 | $209,428+145.7% | $178,498+188.2% | $158,950+223.7% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.5pp | 82.0%+8.5pp |
| Annual return | 8.88% | 188.78%-179.9pp | 151.09%-142.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $13,123 | $5,707+129.9% | $5,011+161.9% | $4,762+175.6% |
| Participant deferral / active EE | $9,517 | $5,955+59.8% | $5,202+82.9% | $5,983+59.1% |
| Admin fee / account holder | $197,141 | $17,077+1054.4% | $13,985+1309.6% | $11,248+1652.6% |