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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 | $473,839 | $88,754+433.9% | $81,820+479.1% | $145,877+224.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 21.91% | 1031.77%-1009.9pp | 777.93%-756.0pp | 551.28%-529.4pp |
| Employer contribution / active EE | $10,010 | $3,085+224.4% | $2,915+243.4% | $4,663+114.7% |
| Participant deferral / active EE | $16,435 | $4,648+253.6% | $4,323+280.2% | $6,691+145.6% |
| Admin fee / account holder | $11,430 | $8,424+35.7% | $7,391+54.7% | $13,402-14.7% |