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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 | $209,422+269.2% | $178,503+333.2% | $158,982+386.4% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 30.44% | 188.81%-158.4pp | 151.12%-120.7pp | 302.99%-272.6pp |
| Employer contribution / active EE | $19,163 | $5,707+235.8% | $5,011+282.4% | $4,763+302.3% |
| Participant deferral / active EE | $14,885 | $5,955+150.0% | $5,202+186.1% | $5,983+148.8% |
| Admin fee / account holder | $54,736 | $17,079+220.5% | $13,987+291.3% | $11,252+386.5% |