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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 | $811,016 | $184,000+340.8% | $162,185+400.1% | $152,909+430.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.5%+12.8pp |
| Annual return | 54.84% | 150.80%-96.0pp | 115.61%-60.8pp | 345.46%-290.6pp |
| Employer contribution / active EE | $28,703 | $6,370+350.6% | $5,613+411.4% | $4,764+502.5% |
| Participant deferral / active EE | $15,033 | $8,033+87.1% | $7,297+106.0% | $5,851+156.9% |
| Admin fee / account holder | $23,112 | $13,124+76.1% | $10,844+113.1% | $11,601+99.2% |