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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 | $536,636 | $183,539+192.4% | $155,556+245.0% | $145,897+267.8% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 11.94% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $35,673 | $5,315+571.1% | $4,675+663.0% | $4,663+665.1% |
| Participant deferral / active EE | $20,776 | $6,467+221.3% | $5,631+269.0% | $6,689+210.6% |
| Admin fee / account holder | $246,670 | $19,275+1179.8% | $15,885+1452.9% | $13,390+1742.1% |