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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 | $517,886 | $175,259+195.5% | $149,723+245.9% | $139,487+271.3% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 13.86% | 166.82%-153.0pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $22,027 | $5,478+302.1% | $4,821+356.9% | $4,755+363.3% |
| Participant deferral / active EE | $16,983 | $6,522+160.4% | $5,682+198.9% | $6,713+153.0% |
| Admin fee / account holder | $38,627 | $16,158+139.1% | $13,215+192.3% | $11,407+238.6% |