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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 | $366,623 | $165,399+121.7% | $149,745+144.8% | $158,982+130.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.39% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $12,199 | $5,105+139.0% | $4,646+162.6% | $4,763+156.1% |
| Participant deferral / active EE | $16,330 | $7,183+127.4% | $6,843+138.6% | $5,983+172.9% |
| Admin fee / account holder | $17,134 | $10,811+58.5% | $9,312+84.0% | $11,252+52.3% |