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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 | $626,475 | $165,399+278.8% | $149,745+318.4% | $158,982+294.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.45% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $14,638 | $5,105+186.8% | $4,646+215.1% | $4,763+207.3% |
| Participant deferral / active EE | $21,504 | $7,183+199.4% | $6,843+214.2% | $5,983+259.4% |
| Admin fee / account holder | $38,031 | $10,811+251.8% | $9,312+308.4% | $11,252+238.0% |