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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 | $725,155 | $106,008+584.1% | $92,240+686.2% | $147,586+391.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 11.48% | 50.05%-38.6pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $12,967 | $4,333+199.2% | $3,680+252.4% | $4,876+165.9% |
| Participant deferral / active EE | $10,431 | $4,478+132.9% | $3,897+167.7% | $5,439+91.8% |
| Admin fee / account holder | $42,059 | $6,333+564.1% | $5,194+709.8% | $10,886+286.4% |