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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 | $807,339 | $209,422+285.5% | $178,503+352.3% | $158,982+407.8% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 15.61% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $20,252 | $5,707+254.9% | $5,011+304.1% | $4,763+325.2% |
| Participant deferral / active EE | $15,915 | $5,955+167.3% | $5,202+205.9% | $5,983+166.0% |
| Admin fee / account holder | $28,670 | $17,079+67.9% | $13,987+105.0% | $11,252+154.8% |