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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 | $663,127 | $209,425+216.6% | $178,499+271.5% | $158,966+317.2% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 8.63% | 188.80%-180.2pp | 151.10%-142.5pp | 302.95%-294.3pp |
| Employer contribution / active EE | $37,500 | $5,707+557.1% | $5,011+648.3% | $4,762+687.4% |
| Participant deferral / active EE | $21,938 | $5,955+268.4% | $5,202+321.7% | $5,983+266.7% |
| Admin fee / account holder | $99,891 | $17,078+484.9% | $13,986+614.2% | $11,250+787.9% |