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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 | $412,434 | $209,874+96.5% | $189,537+117.6% | $167,536+146.2% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 13.86% | 748.61%-734.8pp | 555.34%-541.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $22,477 | $6,913+225.1% | $6,161+264.8% | $4,839+364.5% |
| Participant deferral / active EE | $16,286 | $8,934+82.3% | $8,220+98.1% | $6,342+156.8% |
| Admin fee / account holder | $162,918 | $14,299+1039.4% | $12,048+1252.2% | $12,315+1223.0% |