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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 | $393,997 | $165,399+138.2% | $149,745+163.1% | $158,982+147.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.12% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.9pp |
| Employer contribution / active EE | $7,077 | $5,105+38.6% | $4,646+52.3% | $4,763+48.6% |
| Participant deferral / active EE | $14,350 | $7,183+99.8% | $6,843+109.7% | $5,983+139.8% |
| Admin fee / account holder | $1,687 | $10,811-84.4% | $9,312-81.9% | $11,252-85.0% |