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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 | $857,706 | $175,259+389.4% | $149,723+472.9% | $139,487+514.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 12.79% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $11,518 | $5,478+110.2% | $4,821+138.9% | $4,755+142.2% |
| Participant deferral / active EE | $16,581 | $6,522+154.2% | $5,682+191.8% | $6,713+147.0% |
| Admin fee / account holder | $87,608 | $16,158+442.2% | $13,215+563.0% | $11,407+668.0% |