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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 | $643,956 | $198,457+224.5% | $170,435+277.8% | $147,586+336.3% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 14.34% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $25,360 | $6,183+310.2% | $5,432+366.8% | $4,876+420.1% |
| Participant deferral / active EE | $14,192 | $5,629+152.1% | $4,939+187.3% | $5,439+160.9% |
| Admin fee / account holder | $250,738 | $16,852+1387.9% | $13,881+1706.4% | $10,886+2203.4% |