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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 | $588,358 | $198,457+196.5% | $170,435+245.2% | $147,586+298.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 20.90% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $21,540 | $6,183+248.4% | $5,432+296.5% | $4,876+341.7% |
| Participant deferral / active EE | $14,250 | $5,629+153.1% | $4,939+188.5% | $5,439+162.0% |
| Admin fee / account holder | $1,926 | $16,852-88.6% | $13,881-86.1% | $10,886-82.3% |