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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 | $702,211 | $159,934+339.1% | $147,005+377.7% | $145,959+381.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 12.41% | 98.24%-85.8pp | 418.76%-406.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $23,061 | $5,287+336.2% | $4,934+367.4% | $4,661+394.8% |
| Participant deferral / active EE | $12,227 | $8,427+45.1% | $8,070+51.5% | $6,689+82.8% |
| Admin fee / account holder | $16,519 | $15,053+9.7% | $13,006+27.0% | $13,398+23.3% |