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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 | $512,423 | $105,210+387.0% | $159,487+221.3% | $85,851+496.9% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 14.86% | 45.08%-30.2pp | 263.71%-248.8pp | 318.63%-303.8pp |
| Employer contribution / active EE | $16,952 | $3,319+410.7% | $4,831+250.9% | $2,565+560.8% |
| Participant deferral / active EE | $9,350 | $5,946+57.2% | $7,354+27.1% | $3,952+136.6% |
| Admin fee / account holder | $21,214 | $6,934+205.9% | $10,804+96.4% | $6,261+238.8% |