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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 | $595,269 | $165,381+259.9% | $149,730+297.6% | $158,966+274.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.77% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $10,000 | $5,104+95.9% | $4,645+115.3% | $4,762+110.0% |
| Participant deferral / active EE | $24,000 | $7,182+234.2% | $6,843+250.7% | $5,983+301.1% |
| Admin fee / account holder | $29,011 | $10,809+168.4% | $9,310+211.6% | $11,250+157.9% |