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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 | $507,529 | $198,457+155.7% | $170,435+197.8% | $147,586+243.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.99% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $7,981 | $6,183+29.1% | $5,432+46.9% | $4,876+63.7% |
| Participant deferral / active EE | $11,190 | $5,629+98.8% | $4,939+126.5% | $5,439+105.8% |
| Admin fee / account holder | $336,308 | $16,852+1895.6% | $13,881+2322.8% | $10,886+2989.4% |