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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 | $823,332 | $165,399+397.8% | $149,745+449.8% | $158,982+417.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.76% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $9,941 | $5,105+94.8% | $4,646+114.0% | $4,763+108.7% |
| Participant deferral / active EE | $6,759 | $7,183-5.9% | $6,843-1.2% | $5,983+13.0% |
| Admin fee / account holder | $1,435 | $10,811-86.7% | $9,312-84.6% | $11,252-87.2% |