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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 | $356,047 | $165,399+115.3% | $149,745+137.8% | $158,982+124.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.29% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $10,712 | $5,105+109.9% | $4,646+130.6% | $4,763+124.9% |
| Participant deferral / active EE | $7,836 | $7,183+9.1% | $6,843+14.5% | $5,983+31.0% |
| Admin fee / account holder | $42,234 | $10,811+290.6% | $9,312+353.6% | $11,252+275.4% |