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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 | $283,411 | $165,399+71.3% | $149,745+89.3% | $158,982+78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.45% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.5pp |
| Employer contribution / active EE | $28,091 | $5,105+450.3% | $4,646+504.7% | $4,763+489.8% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $15,065 | $10,811+39.3% | $9,312+61.8% | $11,252+33.9% |