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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 | $332,612 | $165,399+101.1% | $149,745+122.1% | $158,982+109.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.96% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $10,128 | $5,105+98.4% | $4,646+118.0% | $4,763+112.6% |
| Participant deferral / active EE | $13,616 | $7,183+89.6% | $6,843+99.0% | $5,983+127.6% |
| Admin fee / account holder | $21,513 | $10,811+99.0% | $9,312+131.0% | $11,252+91.2% |