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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 | $446,876 | $183,539+143.5% | $155,556+187.3% | $145,897+206.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.66% | 61.31%-51.6pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $20,573 | $5,315+287.1% | $4,675+340.0% | $4,663+341.2% |
| Participant deferral / active EE | $12,743 | $6,467+97.1% | $5,631+126.3% | $6,689+90.5% |
| Admin fee / account holder | $64,041 | $19,275+232.3% | $15,885+303.2% | $13,390+378.3% |