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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 | $365,533 | $165,361+121.1% | $149,715+144.2% | $158,950+130.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.55% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $20,235 | $5,103+296.5% | $4,645+335.7% | $4,762+324.9% |
| Participant deferral / active EE | $16,969 | $7,182+136.3% | $6,842+148.0% | $5,983+183.6% |
| Admin fee / account holder | $1,597 | $10,808-85.2% | $9,310-82.8% | $11,248-85.8% |