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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 | $414,341 | $165,399+150.5% | $149,745+176.7% | $158,982+160.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.75% | 348.34%-319.6pp | 276.72%-248.0pp | 302.99%-274.2pp |
| Employer contribution / active EE | $3,265 | $5,105-36.0% | $4,646-29.7% | $4,763-31.4% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $1,320 | $10,811-87.8% | $9,312-85.8% | $11,252-88.3% |