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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 | $490,040 | $165,399+196.3% | $149,745+227.2% | $158,982+208.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.23% | 348.34%-340.1pp | 276.72%-268.5pp | 302.99%-294.8pp |
| Employer contribution / active EE | $13,658 | $5,105+167.6% | $4,646+194.0% | $4,763+186.8% |
| Participant deferral / active EE | $11,988 | $7,183+66.9% | $6,843+75.2% | $5,983+100.4% |
| Admin fee / account holder | $120,254 | $10,811+1012.3% | $9,312+1191.4% | $11,252+968.8% |