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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 | $545,799 | $160,070+241.0% | $147,117+271.0% | $145,897+274.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.86% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $8,868 | $5,285+67.8% | $4,932+79.8% | $4,663+90.2% |
| Participant deferral / active EE | $11,277 | $8,419+33.9% | $8,065+39.8% | $6,689+68.6% |
| Admin fee / account holder | $25,733 | $15,035+71.2% | $12,993+98.1% | $13,390+92.2% |