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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 | $160,028+394.0% | $147,080+437.5% | $145,884+441.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 23.40% | 98.60%-75.2pp | 420.17%-396.8pp | 551.85%-528.4pp |
| Employer contribution / active EE | $8,521 | $5,286+61.2% | $4,933+72.7% | $4,662+82.8% |
| Participant deferral / active EE | $15,209 | $8,422+80.6% | $8,066+88.5% | $6,690+127.3% |
| Admin fee / account holder | $146,657 | $15,030+875.8% | $12,989+1029.1% | $13,392+995.1% |