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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 | $334,753 | $183,516+82.4% | $155,534+115.2% | $145,884+129.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.25% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $13,273 | $5,315+149.7% | $4,675+183.9% | $4,662+184.7% |
| Participant deferral / active EE | $11,528 | $6,467+78.3% | $5,630+104.8% | $6,690+72.3% |
| Admin fee / account holder | $96,333 | $19,293+399.3% | $15,900+505.9% | $13,392+619.3% |