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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 | $327,993 | $165,399+98.3% | $149,745+119.0% | $158,982+106.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.06% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $6,778 | $5,105+32.8% | $4,646+45.9% | $4,763+42.3% |
| Participant deferral / active EE | $7,679 | $7,183+6.9% | $6,843+12.2% | $5,983+28.3% |
| Admin fee / account holder | $1,531 | $10,811-85.8% | $9,312-83.6% | $11,252-86.4% |