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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 | $512,596 | $165,381+209.9% | $149,730+242.3% | $158,966+222.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.39% | 348.29%-337.9pp | 276.70%-266.3pp | 302.95%-292.6pp |
| Employer contribution / active EE | $5,667 | $5,104+11.0% | $4,645+22.0% | $4,762+19.0% |
| Participant deferral / active EE | $19,646 | $7,182+173.5% | $6,843+187.1% | $5,983+228.4% |
| Admin fee / account holder | $3,711 | $10,809-65.7% | $9,310-60.1% | $11,250-67.0% |