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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 | $88,778+433.7% | $81,844+479.0% | $145,884+224.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 21.91% | 1033.03%-1011.1pp | 778.87%-757.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $10,010 | $3,087+224.3% | $2,916+243.2% | $4,662+114.7% |
| Participant deferral / active EE | $16,435 | $4,648+253.6% | $4,323+280.1% | $6,690+145.7% |
| Admin fee / account holder | $11,430 | $8,430+35.6% | $7,355+55.4% | $13,392-14.6% |