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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 | $535,904 | $202,342+164.8% | $172,753+210.2% | $152,909+250.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 22.93% | 1029.88%-1006.9pp | 803.00%-780.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $20,632 | $5,857+252.2% | $5,144+301.1% | $4,764+333.1% |
| Participant deferral / active EE | $5,025 | $5,948-15.5% | $5,198-3.3% | $5,851-14.1% |
| Admin fee / account holder | $14,821 | $17,112-13.4% | $13,956+6.2% | $11,601+27.8% |