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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 | $459,858 | $165,361+178.1% | $149,715+207.2% | $158,950+189.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.31% | 348.24%-332.9pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $10,792 | $5,103+111.5% | $4,645+132.4% | $4,762+126.6% |
| Participant deferral / active EE | $12,590 | $7,182+75.3% | $6,842+84.0% | $5,983+110.4% |
| Admin fee / account holder | $20,259 | $10,808+87.4% | $9,310+117.6% | $11,248+80.1% |