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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 | $341,792 | $165,381+106.7% | $149,730+128.3% | $158,966+115.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.23% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.7pp |
| Employer contribution / active EE | $7,559 | $5,104+48.1% | $4,645+62.7% | $4,762+58.7% |
| Participant deferral / active EE | $9,152 | $7,182+27.4% | $6,843+33.7% | $5,983+53.0% |
| Admin fee / account holder | $129,021 | $10,809+1093.6% | $9,310+1285.8% | $11,250+1046.9% |