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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 | $403,987 | $165,399+144.2% | $149,745+169.8% | $158,982+154.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.09% | 348.34%-339.2pp | 276.72%-267.6pp | 302.99%-293.9pp |
| Employer contribution / active EE | $6,398 | $5,105+25.3% | $4,646+37.7% | $4,763+34.3% |
| Participant deferral / active EE | $9,819 | $7,183+36.7% | $6,843+43.5% | $5,983+64.1% |
| Admin fee / account holder | $60,806 | $10,811+462.4% | $9,312+553.0% | $11,252+440.4% |