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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 | $473,739 | $202,342+134.1% | $172,752+174.2% | $152,897+209.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.20% | 1029.83%-1007.6pp | 802.97%-780.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $7,753 | $5,858+32.3% | $5,144+50.7% | $4,764+62.7% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $26,832 | $17,111+56.8% | $13,955+92.3% | $11,599+131.3% |