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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 | $704,657 | $175,231+302.1% | $149,696+370.7% | $139,466+405.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 20.51% | 166.77%-146.3pp | 134.46%-113.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $26,796 | $5,478+389.2% | $4,821+455.9% | $4,754+463.7% |
| Participant deferral / active EE | $18,396 | $6,521+182.1% | $5,682+223.8% | $6,712+174.1% |
| Admin fee / account holder | $32,585 | $16,155+101.7% | $13,212+146.6% | $11,409+185.6% |