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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 | $971,641 | $150,447+545.8% | $136,298+612.9% | $147,586+558.4% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 12.57% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $12,682 | $5,256+141.3% | $4,696+170.1% | $4,876+160.1% |
| Participant deferral / active EE | $13,287 | $6,631+100.4% | $6,247+112.7% | $5,439+144.3% |
| Admin fee / account holder | $12,489 | $10,906+14.5% | $9,244+35.1% | $10,886+14.7% |