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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 | $578,575 | $165,399+249.8% | $149,745+286.4% | $158,982+263.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.01% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $9,576 | $5,105+87.6% | $4,646+106.1% | $4,763+101.1% |
| Participant deferral / active EE | $7,956 | $7,183+10.8% | $6,843+16.3% | $5,983+33.0% |
| Admin fee / account holder | $8,056 | $10,811-25.5% | $9,312-13.5% | $11,252-28.4% |