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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 | $442,240 | $73,518+501.5% | $63,003+601.9% | $147,585+199.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 15.54% | 175.46%-159.9pp | 87.59%-72.0pp | 578.56%-563.0pp |
| Employer contribution / active EE | $3,835 | $3,322+15.4% | $2,760+38.9% | $4,876-21.4% |
| Participant deferral / active EE | $11,926 | $4,183+185.1% | $3,329+258.2% | $5,439+119.3% |
| Admin fee / account holder | $15,732 | $5,952+164.3% | $3,600+337.0% | $10,885+44.5% |