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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 | $621,372 | $149,040+316.9% | $120,225+416.8% | $137,256+352.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.78% | 605.68%-590.9pp | 439.23%-424.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,423 | $4,350+93.6% | $3,475+142.3% | $4,156+102.7% |
| Participant deferral / active EE | $14,808 | $4,655+218.1% | $3,999+270.3% | $6,407+131.1% |
| Admin fee / account holder | $7,625 | $6,348+20.1% | $5,696+33.9% | $12,270-37.9% |