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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 | $576,351 | $217,432+165.1% | $185,851+210.1% | $167,553+244.0% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 16.38% | 148.43%-132.1pp | 122.11%-105.7pp | 478.89%-462.5pp |
| Employer contribution / active EE | $17,322 | $5,874+194.9% | $5,168+235.1% | $4,840+257.9% |
| Participant deferral / active EE | $11,202 | $6,357+76.2% | $5,569+101.2% | $6,343+76.6% |
| Admin fee / account holder | $70,337 | $19,820+254.9% | $16,245+333.0% | $12,316+471.1% |