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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 | $946,483 | $202,342+367.8% | $172,752+447.9% | $152,897+519.0% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 22.25% | 1029.83%-1007.6pp | 802.97%-780.7pp | 345.43%-323.2pp |
| Employer contribution / active EE | $29,864 | $5,858+409.8% | $5,144+480.5% | $4,764+526.9% |
| Participant deferral / active EE | $21,696 | $5,948+264.7% | $5,198+317.4% | $5,851+270.8% |
| Admin fee / account holder | $105,207 | $17,111+514.9% | $13,955+653.9% | $11,599+807.0% |