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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 | $415,929 | $165,399+151.5% | $149,745+177.8% | $158,982+161.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.25% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $18,672 | $5,105+265.8% | $4,646+301.9% | $4,763+292.0% |
| Participant deferral / active EE | $11,669 | $7,183+62.5% | $6,843+70.5% | $5,983+95.0% |
| Admin fee / account holder | $365 | $10,811-96.6% | $9,312-96.1% | $11,252-96.8% |