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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 | $400,994 | $198,457+102.1% | $170,435+135.3% | $147,586+171.7% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 18.56% | 257.30%-238.7pp | 205.94%-187.4pp | 578.59%-560.0pp |
| Employer contribution / active EE | $18,923 | $6,183+206.0% | $5,432+248.3% | $4,876+288.1% |
| Participant deferral / active EE | $2,929 | $5,629-48.0% | $4,939-40.7% | $5,439-46.2% |
| Admin fee / account holder | $13,170 | $16,852-21.9% | $13,881-5.1% | $10,886+21.0% |