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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 | $476,480 | $165,399+188.1% | $149,745+218.2% | $158,982+199.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.57% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $8,618 | $5,105+68.8% | $4,646+85.5% | $4,763+80.9% |
| Participant deferral / active EE | $8,588 | $7,183+19.6% | $6,843+25.5% | $5,983+43.5% |
| Admin fee / account holder | $2,181 | $10,811-79.8% | $9,312-76.6% | $11,252-80.6% |