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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 | $699,355 | $165,399+322.8% | $149,745+367.0% | $158,982+339.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.55% | 348.34%-338.8pp | 276.72%-267.2pp | 302.99%-293.4pp |
| Employer contribution / active EE | $9,775 | $5,105+91.5% | $4,646+110.4% | $4,763+105.2% |
| Participant deferral / active EE | $8,517 | $7,183+18.6% | $6,843+24.5% | $5,983+42.3% |
| Admin fee / account holder | $18,765 | $10,811+73.6% | $9,312+101.5% | $11,252+66.8% |