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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 | $391,974 | $165,399+137.0% | $149,745+161.8% | $158,982+146.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.73% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $16,421 | $5,105+221.7% | $4,646+253.5% | $4,763+244.8% |
| Participant deferral / active EE | $3,311 | $7,183-53.9% | $6,843-51.6% | $5,983-44.7% |
| Admin fee / account holder | $6,514 | $10,811-39.7% | $9,312-30.0% | $11,252-42.1% |