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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 | $372,313 | $165,361+125.2% | $149,715+148.7% | $158,950+134.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.24%-332.8pp | 276.66%-261.2pp | 302.91%-287.5pp |
| Employer contribution / active EE | $7,443 | $5,103+45.8% | $4,645+60.2% | $4,762+56.3% |
| Participant deferral / active EE | $9,193 | $7,182+28.0% | $6,842+34.4% | $5,983+53.7% |
| Admin fee / account holder | $19,718 | $10,808+82.4% | $9,310+111.8% | $11,248+75.3% |