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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 | $491,910 | $165,381+197.4% | $149,730+228.5% | $158,966+209.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.84% | 348.29%-337.5pp | 276.70%-265.9pp | 302.95%-292.1pp |
| Employer contribution / active EE | $5,010 | $5,104-1.8% | $4,645+7.9% | $4,762+5.2% |
| Participant deferral / active EE | $19,250 | $7,182+168.0% | $6,843+181.3% | $5,983+221.7% |
| Admin fee / account holder | $148,031 | $10,809+1269.5% | $9,310+1489.9% | $11,250+1215.8% |