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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 | $165,399+104.3% | $149,745+125.6% | $158,982+112.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.76% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $6,778 | $5,105+32.8% | $4,646+45.9% | $4,763+42.3% |
| Participant deferral / active EE | $9,960 | $7,183+38.7% | $6,843+45.6% | $5,983+66.5% |
| Admin fee / account holder | $56,302 | $10,811+420.8% | $9,312+504.6% | $11,252+400.4% |