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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 | $337,860 | $165,361+104.3% | $149,715+125.7% | $158,950+112.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.76% | 348.24%-337.5pp | 276.66%-265.9pp | 302.91%-292.2pp |
| Employer contribution / active EE | $6,778 | $5,103+32.8% | $4,645+45.9% | $4,762+42.3% |
| Participant deferral / active EE | $9,960 | $7,182+38.7% | $6,842+45.6% | $5,983+66.5% |
| Admin fee / account holder | $56,302 | $10,808+420.9% | $9,310+504.8% | $11,248+400.5% |