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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 | $691,031 | $165,399+317.8% | $149,745+361.5% | $158,982+334.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.50% | 348.34%-337.8pp | 276.72%-266.2pp | 302.99%-292.5pp |
| Employer contribution / active EE | $6,490 | $5,105+27.1% | $4,646+39.7% | $4,763+36.3% |
| Participant deferral / active EE | $13,323 | $7,183+85.5% | $6,843+94.7% | $5,983+122.7% |
| Admin fee / account holder | $17,730 | $10,811+64.0% | $9,312+90.4% | $11,252+57.6% |