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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 | $372,110 | $165,399+125.0% | $149,745+148.5% | $158,982+134.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.23% | 348.34%-339.1pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $9,589 | $5,105+87.9% | $4,646+106.4% | $4,763+101.3% |
| Participant deferral / active EE | $9,294 | $7,183+29.4% | $6,843+35.8% | $5,983+55.3% |
| Admin fee / account holder | $29,291 | $10,811+170.9% | $9,312+214.6% | $11,252+160.3% |