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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 | $183,592+192.3% | $155,574+244.9% | $145,877+267.9% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 11.94% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $35,673 | $5,317+571.0% | $4,676+662.9% | $4,663+665.0% |
| Participant deferral / active EE | $20,776 | $6,466+221.3% | $5,629+269.1% | $6,691+210.5% |
| Admin fee / account holder | $246,670 | $19,316+1177.0% | $15,914+1450.0% | $13,402+1740.5% |