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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 | $652,547 | $176,120+270.5% | $159,487+309.2% | $167,553+289.5% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 12.84% | 331.95%-319.1pp | 263.71%-250.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $7,883 | $5,299+48.7% | $4,831+63.2% | $4,840+62.9% |
| Participant deferral / active EE | $15,047 | $7,752+94.1% | $7,354+104.6% | $6,343+137.2% |
| Admin fee / account holder | $54,918 | $12,561+337.2% | $10,804+408.3% | $12,316+345.9% |