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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 | $202,326+219.7% | $172,745+274.5% | $152,870+323.2% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 15.53% | 1029.72%-1014.2pp | 802.90%-787.4pp | 345.34%-329.8pp |
| Employer contribution / active EE | $8,804 | $5,858+50.3% | $5,144+71.2% | $4,763+84.9% |
| Participant deferral / active EE | $14,100 | $5,948+137.1% | $5,197+171.3% | $5,850+141.0% |
| Admin fee / account holder | $35,973 | $17,110+110.2% | $13,954+157.8% | $11,597+210.2% |