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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 | $423,981 | $202,326+109.6% | $172,745+145.4% | $152,870+177.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 20.18% | 1029.72%-1009.5pp | 802.90%-782.7pp | 345.34%-325.2pp |
| Employer contribution / active EE | $14,730 | $5,858+151.5% | $5,144+186.3% | $4,763+209.3% |
| Participant deferral / active EE | $21,705 | $5,948+264.9% | $5,197+317.6% | $5,850+271.0% |
| Admin fee / account holder | $25,735 | $17,110+50.4% | $13,954+84.4% | $11,597+121.9% |