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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 | $603,500 | $159,978+277.2% | $147,041+310.4% | $145,978+313.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.43% | 98.36%-80.9pp | 419.21%-401.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $14,668 | $5,288+177.4% | $4,935+197.2% | $4,662+214.6% |
| Participant deferral / active EE | $10,832 | $8,429+28.5% | $8,071+34.2% | $6,690+61.9% |
| Admin fee / account holder | $17,419 | $15,053+15.7% | $13,006+33.9% | $13,400+30.0% |