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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 | $623,941 | $93,617+566.5% | $135,982+358.8% | $75,177+730.0% |
| Participation rate | 76.8% | 75.2%+1.6pp | 81.9%-5.1pp | 67.2%+9.6pp |
| Annual return | 143.56% | 30.89%+112.7pp | 68.32%+75.2pp | 160.75%-17.2pp |
| Employer contribution / active EE | $11,547 | $3,538+226.4% | $4,859+137.6% | $2,671+332.3% |
| Participant deferral / active EE | $11,781 | $6,406+83.9% | $7,760+51.8% | $4,126+185.5% |
| Admin fee / account holder | $47,914 | $6,980+586.5% | $10,767+345.0% | $5,651+747.8% |