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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 | $663,481 | $165,351+301.3% | $149,710+343.2% | $158,931+317.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.61% | 348.19%-327.6pp | 276.63%-256.0pp | 302.86%-282.3pp |
| Employer contribution / active EE | $8,186 | $5,103+60.4% | $4,645+76.3% | $4,761+71.9% |
| Participant deferral / active EE | $7,124 | $7,181-0.8% | $6,842+4.1% | $5,982+19.1% |
| Admin fee / account holder | $4,468 | $10,807-58.7% | $9,309-52.0% | $11,247-60.3% |