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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 | $599,554 | $202,342+196.3% | $172,752+247.1% | $152,897+292.1% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 23.49% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $18,603 | $5,858+217.6% | $5,144+261.6% | $4,764+290.5% |
| Participant deferral / active EE | $14,024 | $5,948+135.8% | $5,198+169.8% | $5,851+139.7% |
| Admin fee / account holder | $53,913 | $17,111+215.1% | $13,955+286.3% | $11,599+364.8% |