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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 | $591,572 | $150,447+293.2% | $136,298+334.0% | $147,586+300.8% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 17.64% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,390 | $5,256-35.5% | $4,696-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $5,186 | $6,631-21.8% | $6,247-17.0% | $5,439-4.7% |
| Admin fee / account holder | $23,429 | $10,906+114.8% | $9,244+153.4% | $10,886+115.2% |