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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 | $523,841 | $209,422+150.1% | $178,503+193.5% | $158,982+229.5% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 17.37% | 188.81%-171.4pp | 151.12%-133.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $28,187 | $5,707+393.9% | $5,011+462.5% | $4,763+491.8% |
| Participant deferral / active EE | $18,610 | $5,955+212.5% | $5,202+257.7% | $5,983+211.0% |
| Admin fee / account holder | $35,771 | $17,079+109.4% | $13,987+155.7% | $11,252+217.9% |