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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 | $538,994 | $198,462+171.6% | $170,439+216.2% | $147,585+265.2% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 10.54% | 257.30%-246.8pp | 205.94%-195.4pp | 578.58%-568.0pp |
| Employer contribution / active EE | $15,000 | $6,184+142.6% | $5,433+176.1% | $4,876+207.6% |
| Participant deferral / active EE | $10,068 | $5,629+78.8% | $4,939+103.8% | $5,439+85.1% |
| Admin fee / account holder | $68,455 | $16,852+306.2% | $13,881+393.2% | $10,886+528.9% |