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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 | $492,782 | $198,457+148.3% | $170,435+189.1% | $147,586+233.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.65% | 257.30%-246.7pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $8,954 | $6,183+44.8% | $5,432+64.8% | $4,876+83.6% |
| Participant deferral / active EE | $5,532 | $5,629-1.7% | $4,939+12.0% | $5,439+1.7% |
| Admin fee / account holder | $28,572 | $16,852+69.5% | $13,881+105.8% | $10,886+162.5% |