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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 | $787,203 | $160,070+391.8% | $147,117+435.1% | $145,897+439.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 26.59% | 98.69%-72.1pp | 420.54%-393.9pp | 552.29%-525.7pp |
| Employer contribution / active EE | $21,662 | $5,285+309.9% | $4,932+339.2% | $4,663+364.6% |
| Participant deferral / active EE | $11,304 | $8,419+34.3% | $8,065+40.2% | $6,689+69.0% |
| Admin fee / account holder | $16,264 | $15,035+8.2% | $12,993+25.2% | $13,390+21.5% |