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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 | $614,311 | $137,414+347.1% | $189,537+224.1% | $85,847+615.6% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.4pp | 69.3%+26.8pp |
| Annual return | 21.15% | 38.14%-17.0pp | 555.34%-534.2pp | 318.61%-297.5pp |
| Employer contribution / active EE | $16,197 | $4,344+272.8% | $6,161+162.9% | $2,565+531.4% |
| Participant deferral / active EE | $14,991 | $6,260+139.5% | $8,220+82.4% | $3,952+279.3% |
| Admin fee / account holder | $22,272 | $8,630+158.1% | $12,048+84.9% | $6,261+255.8% |