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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 | $364,587 | $90,397+303.3% | $76,002+379.7% | $145,959+149.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.07% | 621.97%-612.9pp | 360.07%-351.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,680 | $3,317-19.2% | $2,688-0.3% | $4,661-42.5% |
| Participant deferral / active EE | $13,068 | $5,163+153.1% | $4,257+207.0% | $6,689+95.4% |
| Admin fee / account holder | $2,524 | $8,369-69.8% | $6,414-60.7% | $13,398-81.2% |