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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 | $563,602 | $165,399+240.8% | $149,745+276.4% | $158,982+254.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.82% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $9,502 | $5,105+86.1% | $4,646+104.5% | $4,763+99.5% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $3,643 | $10,811-66.3% | $9,312-60.9% | $11,252-67.6% |