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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 | $670,803 | $165,361+305.7% | $149,715+348.1% | $158,950+322.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 16.45% | 348.24%-331.8pp | 276.66%-260.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $14,393 | $5,103+182.0% | $4,645+209.9% | $4,762+202.2% |
| Participant deferral / active EE | $11,884 | $7,182+65.5% | $6,842+73.7% | $5,983+98.6% |
| Admin fee / account holder | $12,785 | $10,808+18.3% | $9,310+37.3% | $11,248+13.7% |