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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 | $841,166 | $176,105+377.6% | $159,474+427.5% | $167,536+402.1% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 12.80% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $20,326 | $5,299+283.6% | $4,831+320.8% | $4,839+320.0% |
| Participant deferral / active EE | $13,147 | $7,751+69.6% | $7,353+78.8% | $6,342+107.3% |
| Admin fee / account holder | $22,441 | $12,559+78.7% | $10,802+107.7% | $12,315+82.2% |