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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 | $644,294 | $202,345+218.4% | $172,755+273.0% | $152,885+321.4% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 16.18% | 1029.77%-1013.6pp | 802.94%-786.8pp | 345.39%-329.2pp |
| Employer contribution / active EE | $26,977 | $5,858+360.5% | $5,144+424.4% | $4,763+466.4% |
| Participant deferral / active EE | $15,841 | $5,948+166.3% | $5,198+204.8% | $5,851+170.8% |
| Admin fee / account holder | $5,709 | $17,111-66.6% | $13,955-59.1% | $11,598-50.8% |