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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 | $824,342 | $209,422+293.6% | $178,503+361.8% | $158,982+418.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 25.70% | 188.81%-163.1pp | 151.12%-125.4pp | 302.99%-277.3pp |
| Employer contribution / active EE | $24,343 | $5,707+326.6% | $5,011+385.8% | $4,763+411.1% |
| Participant deferral / active EE | $17,063 | $5,955+186.5% | $5,202+228.0% | $5,983+185.2% |
| Admin fee / account holder | $53,709 | $17,079+214.5% | $13,987+284.0% | $11,252+377.3% |