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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 | $394,523 | $202,342+95.0% | $172,752+128.4% | $152,897+158.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 18.96% | 1029.83%-1010.9pp | 802.97%-784.0pp | 345.43%-326.5pp |
| Employer contribution / active EE | $9,187 | $5,858+56.8% | $5,144+78.6% | $4,764+92.9% |
| Participant deferral / active EE | $4,657 | $5,948-21.7% | $5,198-10.4% | $5,851-20.4% |
| Admin fee / account holder | $53,302 | $17,111+211.5% | $13,955+282.0% | $11,599+359.5% |