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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 | $514,763 | $202,342+154.4% | $172,752+198.0% | $152,897+236.7% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 21.12% | 1029.83%-1008.7pp | 802.97%-781.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $20,640 | $5,858+252.4% | $5,144+301.2% | $4,764+333.3% |
| Participant deferral / active EE | $19,058 | $5,948+220.4% | $5,198+266.7% | $5,851+225.7% |
| Admin fee / account holder | $3,288 | $17,111-80.8% | $13,955-76.4% | $11,599-71.7% |