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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 | $285,011 | $165,399+72.3% | $149,745+90.3% | $158,982+79.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.19% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $11,266 | $5,105+120.7% | $4,646+142.5% | $4,763+136.5% |
| Participant deferral / active EE | $9,655 | $7,183+34.4% | $6,843+41.1% | $5,983+61.4% |
| Admin fee / account holder | $7,393 | $10,811-31.6% | $9,312-20.6% | $11,252-34.3% |