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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 | $446,592 | $165,361+170.1% | $149,715+198.3% | $158,950+181.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.48% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.4pp |
| Employer contribution / active EE | $11,367 | $5,103+122.7% | $4,645+144.7% | $4,762+138.7% |
| Participant deferral / active EE | $10,126 | $7,182+41.0% | $6,842+48.0% | $5,983+69.2% |
| Admin fee / account holder | $33,346 | $10,808+208.5% | $9,310+258.2% | $11,248+196.5% |