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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 | $492,363 | $165,399+197.7% | $149,745+228.8% | $158,982+209.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.78% | 348.34%-337.6pp | 276.72%-265.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $6,537 | $5,105+28.1% | $4,646+40.7% | $4,763+37.2% |
| Participant deferral / active EE | $5,044 | $7,183-29.8% | $6,843-26.3% | $5,983-15.7% |
| Admin fee / account holder | $2,154 | $10,811-80.1% | $9,312-76.9% | $11,252-80.9% |