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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 | $663,542 | $96,691+586.2% | $86,656+665.7% | $139,487+375.7% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 26.70% | 106.87%-80.2pp | 593.09%-566.4pp | 373.84%-347.1pp |
| Employer contribution / active EE | $5,555 | $3,267+70.1% | $3,025+83.6% | $4,755+16.8% |
| Participant deferral / active EE | $17,585 | $4,838+263.5% | $4,439+296.1% | $6,713+162.0% |
| Admin fee / account holder | $19,758 | $6,414+208.0% | $5,619+251.7% | $11,407+73.2% |