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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 | $332,762 | $150,446+121.2% | $136,297+144.1% | $147,585+125.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 19.22% | 1049.14%-1029.9pp | 5156.19%-5137.0pp | 578.58%-559.4pp |
| Employer contribution / active EE | $8,540 | $5,256+62.5% | $4,696+81.9% | $4,876+75.1% |
| Participant deferral / active EE | $16,768 | $6,631+152.9% | $6,247+168.4% | $5,439+208.3% |
| Admin fee / account holder | $106,495 | $10,906+876.5% | $9,244+1052.1% | $10,886+878.3% |