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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 | $507,309 | $165,381+206.8% | $149,730+238.8% | $158,966+219.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.93% | 348.29%-339.4pp | 276.70%-267.8pp | 302.95%-294.0pp |
| Employer contribution / active EE | $6,347 | $5,104+24.4% | $4,645+36.6% | $4,762+33.3% |
| Participant deferral / active EE | $11,050 | $7,182+53.8% | $6,843+61.5% | $5,983+84.7% |
| Admin fee / account holder | $59,178 | $10,809+447.5% | $9,310+535.6% | $11,250+426.0% |