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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 | $993,621 | $217,427+357.0% | $185,837+434.7% | $167,518+493.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.07% | 148.39%-134.3pp | 122.08%-108.0pp | 478.71%-464.6pp |
| Employer contribution / active EE | $32,750 | $5,874+457.5% | $5,168+533.7% | $4,838+576.9% |
| Participant deferral / active EE | $16,900 | $6,357+165.8% | $5,568+203.5% | $6,342+166.5% |
| Admin fee / account holder | $24,979 | $19,816+26.1% | $16,241+53.8% | $12,312+102.9% |