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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 | $995,199 | $198,462+401.5% | $170,439+483.9% | $147,585+574.3% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.99% | 257.30%-240.3pp | 205.94%-188.9pp | 578.58%-561.6pp |
| Employer contribution / active EE | $29,668 | $6,184+379.8% | $5,433+446.1% | $4,876+508.4% |
| Participant deferral / active EE | $17,636 | $5,629+213.3% | $4,939+257.0% | $5,439+224.3% |
| Admin fee / account holder | $49,848 | $16,852+195.8% | $13,881+259.1% | $10,886+357.9% |