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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 | $430,826 | $138,102+212.0% | $125,381+243.6% | $134,532+220.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 344.71% | 750.73%-406.0pp | 572.31%-227.6pp | 418.27%-73.6pp |
| Employer contribution / active EE | $5,558 | $5,245+6.0% | $4,815+15.4% | $4,741+17.2% |
| Participant deferral / active EE | $3,261 | $7,801-58.2% | $7,448-56.2% | $6,401-49.1% |
| Admin fee / account holder | $553 | $11,568-95.2% | $10,007-94.5% | $11,429-95.2% |