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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 | $691,195 | $165,399+317.9% | $149,745+361.6% | $158,982+334.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.96% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $11,423 | $5,105+123.8% | $4,646+145.9% | $4,763+139.8% |
| Participant deferral / active EE | $11,638 | $7,183+62.0% | $6,843+70.1% | $5,983+94.5% |
| Admin fee / account holder | $2,260 | $10,811-79.1% | $9,312-75.7% | $11,252-79.9% |