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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 | $484,859 | $165,381+193.2% | $149,730+223.8% | $158,966+205.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.64% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.3pp |
| Employer contribution / active EE | $13,760 | $5,104+169.6% | $4,645+196.2% | $4,762+188.9% |
| Participant deferral / active EE | $11,541 | $7,182+60.7% | $6,843+68.7% | $5,983+92.9% |
| Admin fee / account holder | $7,271 | $10,809-32.7% | $9,310-21.9% | $11,250-35.4% |