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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 | $165,351+144.3% | $149,710+169.8% | $158,931+154.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.09% | 348.19%-339.1pp | 276.63%-267.5pp | 302.86%-293.8pp |
| Employer contribution / active EE | $6,398 | $5,103+25.4% | $4,645+37.7% | $4,761+34.4% |
| Participant deferral / active EE | $9,819 | $7,181+36.7% | $6,842+43.5% | $5,982+64.1% |
| Admin fee / account holder | $60,806 | $10,807+462.6% | $9,309+553.2% | $11,247+440.7% |