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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 | $472,547 | $165,381+185.7% | $149,730+215.6% | $158,966+197.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.15% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $9,046 | $5,104+77.2% | $4,645+94.7% | $4,762+89.9% |
| Participant deferral / active EE | $27,500 | $7,182+282.9% | $6,843+301.9% | $5,983+359.6% |
| Admin fee / account holder | $13,636 | $10,809+26.2% | $9,310+46.5% | $11,250+21.2% |