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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 | $521,843 | $198,461+162.9% | $170,436+206.2% | $147,585+253.6% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 12.07% | 257.30%-245.2pp | 205.94%-193.9pp | 578.57%-566.5pp |
| Employer contribution / active EE | $26,083 | $6,184+321.8% | $5,433+380.1% | $4,876+434.9% |
| Participant deferral / active EE | $15,377 | $5,629+173.2% | $4,939+211.3% | $5,439+182.7% |
| Admin fee / account holder | $1,476 | $16,852-91.2% | $13,880-89.4% | $10,885-86.4% |