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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 | $366,142 | $165,361+121.4% | $149,715+144.6% | $158,950+130.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 31.97% | 348.24%-316.3pp | 276.66%-244.7pp | 302.91%-270.9pp |
| Employer contribution / active EE | $9,250 | $5,103+81.3% | $4,645+99.2% | $4,762+94.2% |
| Participant deferral / active EE | $13,125 | $7,182+82.8% | $6,842+91.8% | $5,983+119.4% |
| Admin fee / account holder | $21,609 | $10,808+99.9% | $9,310+132.1% | $11,248+92.1% |