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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 | $983,968 | $198,457+395.8% | $170,435+477.3% | $147,586+566.7% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.69% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $24,439 | $6,183+295.3% | $5,432+349.9% | $4,876+401.2% |
| Participant deferral / active EE | $14,232 | $5,629+152.8% | $4,939+188.1% | $5,439+161.7% |
| Admin fee / account holder | $10,884 | $16,852-35.4% | $13,881-21.6% | $10,8860% |