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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 | $673,192 | $165,381+307.1% | $149,730+349.6% | $158,966+323.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.47% | 348.29%-339.8pp | 276.70%-268.2pp | 302.95%-294.5pp |
| Employer contribution / active EE | $9,323 | $5,104+82.6% | $4,645+100.7% | $4,762+95.7% |
| Participant deferral / active EE | $16,100 | $7,182+124.2% | $6,843+135.3% | $5,983+169.1% |
| Admin fee / account holder | $35,718 | $10,809+230.4% | $9,310+283.6% | $11,250+217.5% |