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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 | $536,776 | $183,988+191.7% | $162,177+231.0% | $152,897+251.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 12.94% | 150.79%-137.8pp | 115.60%-102.7pp | 345.43%-332.5pp |
| Employer contribution / active EE | $22,000 | $6,370+245.4% | $5,613+291.9% | $4,764+361.8% |
| Participant deferral / active EE | $23,500 | $8,032+192.6% | $7,297+222.1% | $5,851+301.6% |
| Admin fee / account holder | $15,663 | $13,123+19.4% | $10,843+44.5% | $11,599+35.0% |