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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 | $165,361+115.3% | $149,715+137.8% | $158,950+124.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.29% | 348.24%-336.9pp | 276.66%-265.4pp | 302.91%-291.6pp |
| Employer contribution / active EE | $10,712 | $5,103+109.9% | $4,645+130.6% | $4,762+125.0% |
| Participant deferral / active EE | $7,836 | $7,182+9.1% | $6,842+14.5% | $5,983+31.0% |
| Admin fee / account holder | $42,234 | $10,808+290.8% | $9,310+353.7% | $11,248+275.5% |