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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 | $414,338 | $77,920+431.7% | $149,723+176.7% | $75,177+451.1% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 52.25% | 31.72%+20.5pp | 134.50%-82.2pp | 160.75%-108.5pp |
| Employer contribution / active EE | $12,544 | $3,138+299.7% | $4,821+160.2% | $2,671+369.6% |
| Participant deferral / active EE | $21,662 | $3,411+535.0% | $5,682+281.2% | $4,126+425.0% |
| Admin fee / account holder | $114,744 | $5,951+1828.3% | $13,215+768.3% | $5,651+1930.4% |