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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 | $927,954 | $198,462+367.6% | $170,439+444.5% | $147,585+528.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.63% | 257.30%-240.7pp | 205.94%-189.3pp | 578.58%-562.0pp |
| Employer contribution / active EE | $25,764 | $6,184+316.7% | $5,433+374.2% | $4,876+428.3% |
| Participant deferral / active EE | $17,500 | $5,629+210.9% | $4,939+254.3% | $5,439+221.8% |
| Admin fee / account holder | $141,497 | $16,852+739.6% | $13,881+919.4% | $10,886+1199.9% |