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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 | $884,504 | $175,231+404.8% | $149,696+490.9% | $139,466+534.2% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 17.74% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $32,094 | $5,478+485.9% | $4,821+565.7% | $4,754+575.1% |
| Participant deferral / active EE | $15,093 | $6,521+131.4% | $5,682+165.6% | $6,712+124.9% |
| Admin fee / account holder | $40,106 | $16,155+148.3% | $13,212+203.6% | $11,409+251.5% |