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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 | $539,880 | $105,210+413.1% | $159,487+238.5% | $85,851+528.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 15.42% | 45.08%-29.7pp | 263.71%-248.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $6,837 | $3,319+106.0% | $4,831+41.5% | $2,565+166.5% |
| Participant deferral / active EE | $11,181 | $5,946+88.0% | $7,354+52.0% | $3,952+182.9% |
| Admin fee / account holder | $48,954 | $6,934+606.0% | $10,804+353.1% | $6,261+681.9% |