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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 | $424,083 | $209,425+102.5% | $178,499+137.6% | $158,966+166.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.18% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.8pp |
| Employer contribution / active EE | $22,228 | $5,707+289.5% | $5,011+343.6% | $4,762+366.7% |
| Participant deferral / active EE | $11,648 | $5,955+95.6% | $5,202+123.9% | $5,983+94.7% |
| Admin fee / account holder | $2,133 | $17,078-87.5% | $13,986-84.8% | $11,250-81.0% |