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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 | $884,678 | $209,422+322.4% | $178,503+395.6% | $158,982+456.5% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 6.74% | 188.81%-182.1pp | 151.12%-144.4pp | 302.99%-296.3pp |
| Employer contribution / active EE | $4,593 | $5,707-19.5% | $5,011-8.4% | $4,763-3.6% |
| Participant deferral / active EE | $16,177 | $5,955+171.6% | $5,202+210.9% | $5,983+170.4% |
| Admin fee / account holder | $31,540 | $17,079+84.7% | $13,987+125.5% | $11,252+180.3% |