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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 | $500,790 | $165,351+202.9% | $149,710+234.5% | $158,931+215.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.76% | 348.19%-339.4pp | 276.63%-267.9pp | 302.86%-294.1pp |
| Employer contribution / active EE | $7,411 | $5,103+45.2% | $4,645+59.6% | $4,761+55.6% |
| Participant deferral / active EE | $14,171 | $7,181+97.3% | $6,842+107.1% | $5,982+136.9% |
| Admin fee / account holder | $37,049 | $10,807+242.8% | $9,309+298.0% | $11,247+229.4% |