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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 | $740,555 | $209,422+253.6% | $178,503+314.9% | $158,982+365.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 15.90% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $26,123 | $5,707+357.7% | $5,011+421.3% | $4,763+448.5% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $137,244 | $17,079+703.6% | $13,987+881.2% | $11,252+1119.8% |