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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 | $643,472 | $202,342+218.0% | $172,752+272.5% | $152,897+320.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 18.03% | 1029.83%-1011.8pp | 802.97%-784.9pp | 345.43%-327.4pp |
| Employer contribution / active EE | $24,667 | $5,858+321.1% | $5,144+379.5% | $4,764+417.8% |
| Participant deferral / active EE | $16,778 | $5,948+182.1% | $5,198+222.8% | $5,851+186.7% |
| Admin fee / account holder | $32,588 | $17,111+90.5% | $13,955+133.5% | $11,599+180.9% |