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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 | $434,067 | $165,399+162.4% | $149,745+189.9% | $158,982+173.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.13% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $16,089 | $5,105+215.2% | $4,646+246.3% | $4,763+237.8% |
| Participant deferral / active EE | $11,708 | $7,183+63.0% | $6,843+71.1% | $5,983+95.7% |
| Admin fee / account holder | $31,199 | $10,811+188.6% | $9,312+235.0% | $11,252+177.3% |