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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 | $430,556 | $202,342+112.8% | $172,752+149.2% | $152,897+181.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 19.49% | 1029.83%-1010.3pp | 802.97%-783.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $15,317 | $5,858+161.5% | $5,144+197.8% | $4,764+221.5% |
| Participant deferral / active EE | $13,397 | $5,948+125.2% | $5,198+157.7% | $5,851+129.0% |
| Admin fee / account holder | $67,393 | $17,111+293.9% | $13,955+382.9% | $11,599+481.0% |