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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 | $668,064 | $209,847+218.4% | $189,520+252.5% | $167,518+298.8% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 32.16% | 748.45%-716.3pp | 555.25%-523.1pp | 478.71%-446.6pp |
| Employer contribution / active EE | $8,063 | $6,913+16.6% | $6,161+30.9% | $4,838+66.6% |
| Participant deferral / active EE | $14,974 | $8,934+67.6% | $8,220+82.2% | $6,342+136.1% |
| Admin fee / account holder | $17,054 | $14,295+19.3% | $12,046+41.6% | $12,312+38.5% |