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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 | $466,728 | $150,447+210.2% | $136,298+242.4% | $147,586+216.2% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 14.33% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $7,007 | $5,256+33.3% | $4,696+49.2% | $4,876+43.7% |
| Participant deferral / active EE | $11,815 | $6,631+78.2% | $6,247+89.1% | $5,439+117.2% |
| Admin fee / account holder | $443 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |