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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 | $892,177 | $202,342+340.9% | $172,753+416.4% | $152,909+483.5% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 19.54% | 1029.88%-1010.3pp | 803.00%-783.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $12,821 | $5,857+118.9% | $5,144+149.2% | $4,764+169.1% |
| Participant deferral / active EE | $18,543 | $5,948+211.7% | $5,198+256.8% | $5,851+216.9% |
| Admin fee / account holder | $149,482 | $17,112+773.6% | $13,956+971.1% | $11,601+1188.6% |