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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 | $449,452 | $202,342+122.1% | $172,753+160.2% | $152,909+193.9% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 13.59% | 1029.88%-1016.3pp | 803.00%-789.4pp | 345.46%-331.9pp |
| Employer contribution / active EE | $10,383 | $5,857+77.3% | $5,144+101.9% | $4,764+118.0% |
| Participant deferral / active EE | $7,582 | $5,948+27.5% | $5,198+45.9% | $5,851+29.6% |
| Admin fee / account holder | $13,411 | $17,112-21.6% | $13,956-3.9% | $11,601+15.6% |