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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 | $790,499 | $159,934+394.3% | $147,005+437.7% | $145,959+441.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 23.40% | 98.24%-74.8pp | 418.76%-395.4pp | 561.95%-538.5pp |
| Employer contribution / active EE | $8,521 | $5,287+61.2% | $4,934+72.7% | $4,661+82.8% |
| Participant deferral / active EE | $15,209 | $8,427+80.5% | $8,070+88.5% | $6,689+127.4% |
| Admin fee / account holder | $146,657 | $15,053+874.2% | $13,006+1027.6% | $13,398+994.6% |