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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 | $773,260 | $209,405+269.3% | $178,486+333.2% | $158,931+386.5% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 30.44% | 188.77%-158.3pp | 151.08%-120.6pp | 302.86%-272.4pp |
| Employer contribution / active EE | $19,163 | $5,707+235.8% | $5,011+282.4% | $4,761+302.5% |
| Participant deferral / active EE | $14,885 | $5,954+150.0% | $5,202+186.2% | $5,982+148.8% |
| Admin fee / account holder | $54,736 | $17,076+220.6% | $13,985+291.4% | $11,247+386.7% |