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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 | $680,760 | $165,351+311.7% | $149,710+354.7% | $158,931+328.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 37.74% | 348.19%-310.4pp | 276.63%-238.9pp | 302.86%-265.1pp |
| Employer contribution / active EE | $12,624 | $5,103+147.4% | $4,645+171.8% | $4,761+165.1% |
| Participant deferral / active EE | $8,737 | $7,181+21.7% | $6,842+27.7% | $5,982+46.1% |
| Admin fee / account holder | $461 | $10,807-95.7% | $9,309-95.1% | $11,247-95.9% |