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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 | $521,305 | $165,399+215.2% | $149,745+248.1% | $158,982+227.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.45% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.5pp |
| Employer contribution / active EE | $21,095 | $5,105+313.2% | $4,646+354.1% | $4,763+342.9% |
| Participant deferral / active EE | $15,924 | $7,183+121.7% | $6,843+132.7% | $5,983+166.1% |
| Admin fee / account holder | $2,279 | $10,811-78.9% | $9,312-75.5% | $11,252-79.7% |