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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 | $629,997 | $202,342+211.4% | $172,752+264.7% | $152,897+312.0% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 29.66% | 1029.83%-1000.2pp | 802.97%-773.3pp | 345.43%-315.8pp |
| Employer contribution / active EE | $14,911 | $5,858+154.6% | $5,144+189.9% | $4,764+213.0% |
| Participant deferral / active EE | $9,822 | $5,948+65.1% | $5,198+89.0% | $5,851+67.9% |
| Admin fee / account holder | $4,778 | $17,111-72.1% | $13,955-65.8% | $11,599-58.8% |