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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 | $689,515 | $106,001+550.5% | $92,235+647.6% | $147,585+367.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.66% | 50.05%-33.4pp | 176.28%-159.6pp | 578.56%-561.9pp |
| Employer contribution / active EE | $9,230 | $4,333+113.0% | $3,679+150.8% | $4,876+89.3% |
| Participant deferral / active EE | $5,379 | $4,478+20.1% | $3,897+38.0% | $5,439-1.1% |
| Admin fee / account holder | $21,890 | $6,332+245.7% | $5,194+321.5% | $10,885+101.1% |