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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 | $472,990 | $165,399+186.0% | $149,745+215.9% | $158,982+197.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.90% | 348.34%-337.4pp | 276.72%-265.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $10,710 | $5,105+109.8% | $4,646+130.5% | $4,763+124.9% |
| Participant deferral / active EE | $13,665 | $7,183+90.2% | $6,843+99.7% | $5,983+128.4% |
| Admin fee / account holder | $5,073 | $10,811-53.1% | $9,312-45.5% | $11,252-54.9% |