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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 | $762,718 | $198,457+284.3% | $170,435+347.5% | $147,586+416.8% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 14.23% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $30,380 | $6,183+391.3% | $5,432+459.2% | $4,876+523.0% |
| Participant deferral / active EE | $7,569 | $5,629+34.5% | $4,939+53.2% | $5,439+39.2% |
| Admin fee / account holder | $88,239 | $16,852+423.6% | $13,881+535.7% | $10,886+710.6% |