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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 | $498,354 | $202,342+146.3% | $172,753+188.5% | $152,909+225.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 17.22% | 1029.88%-1012.7pp | 803.00%-785.8pp | 345.46%-328.2pp |
| Employer contribution / active EE | $25,234 | $5,857+330.8% | $5,144+390.6% | $4,764+429.7% |
| Participant deferral / active EE | $13,008 | $5,948+118.7% | $5,198+150.3% | $5,851+122.3% |
| Admin fee / account holder | $250,275 | $17,112+1362.6% | $13,956+1693.4% | $11,601+2057.4% |