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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 | $646,927 | $202,342+219.7% | $172,753+274.5% | $152,909+323.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 15.53% | 1029.88%-1014.3pp | 803.00%-787.5pp | 345.46%-329.9pp |
| Employer contribution / active EE | $8,804 | $5,857+50.3% | $5,144+71.2% | $4,764+84.8% |
| Participant deferral / active EE | $14,100 | $5,948+137.1% | $5,198+171.3% | $5,851+141.0% |
| Admin fee / account holder | $35,973 | $17,112+110.2% | $13,956+157.8% | $11,601+210.1% |