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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 | $483,299 | $183,539+163.3% | $155,556+210.7% | $145,897+231.3% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 15.69% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $22,518 | $5,315+323.6% | $4,675+381.6% | $4,663+382.9% |
| Participant deferral / active EE | $21,639 | $6,467+234.6% | $5,631+284.3% | $6,689+223.5% |
| Admin fee / account holder | $28,980 | $19,275+50.4% | $15,885+82.4% | $13,390+116.4% |