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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 | $960,706 | $175,257+448.2% | $149,717+541.7% | $139,456+588.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 24.68% | 166.70%-142.0pp | 134.41%-109.7pp | 373.45%-348.8pp |
| Employer contribution / active EE | $37,785 | $5,477+589.9% | $4,820+684.0% | $4,753+695.0% |
| Participant deferral / active EE | $18,716 | $6,521+187.0% | $5,682+229.4% | $6,711+178.9% |
| Admin fee / account holder | $4,673 | $16,156-71.1% | $13,213-64.6% | $11,407-59.0% |