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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 | $872,999 | $160,028+445.5% | $147,080+493.6% | $145,884+498.4% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 12.16% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $10,885 | $5,286+105.9% | $4,933+120.6% | $4,662+133.5% |
| Participant deferral / active EE | $7,043 | $8,422-16.4% | $8,066-12.7% | $6,690+5.3% |
| Admin fee / account holder | $28,028 | $15,030+86.5% | $12,989+115.8% | $13,392+109.3% |