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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 | $358,899 | $165,399+117.0% | $149,745+139.7% | $158,982+125.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.28% | 348.34%-336.1pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $5,025 | $5,105-1.6% | $4,646+8.2% | $4,763+5.5% |
| Participant deferral / active EE | $14,594 | $7,183+103.2% | $6,843+113.3% | $5,983+143.9% |
| Admin fee / account holder | $9,180 | $10,811-15.1% | $9,312-1.4% | $11,252-18.4% |