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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 | $807,911 | $209,428+285.8% | $178,498+352.6% | $158,950+408.3% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 9.62% | 188.78%-179.2pp | 151.09%-141.5pp | 302.91%-293.3pp |
| Employer contribution / active EE | $9,761 | $5,707+71.0% | $5,011+94.8% | $4,762+105.0% |
| Participant deferral / active EE | $16,992 | $5,955+185.3% | $5,202+226.6% | $5,983+184.0% |
| Admin fee / account holder | $68,463 | $17,077+300.9% | $13,985+389.5% | $11,248+508.6% |