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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 | $462,593 | $198,457+133.1% | $170,435+171.4% | $147,586+213.4% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 17.69% | 257.30%-239.6pp | 205.94%-188.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $16,620 | $6,183+168.8% | $5,432+205.9% | $4,876+240.8% |
| Participant deferral / active EE | $10,042 | $5,629+78.4% | $4,939+103.3% | $5,439+84.6% |
| Admin fee / account holder | $33,419 | $16,852+98.3% | $13,881+140.8% | $10,886+207.0% |