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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 | $165,351+138.3% | $149,710+163.2% | $158,931+147.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.12% | 348.19%-337.1pp | 276.63%-265.5pp | 302.86%-291.7pp |
| Employer contribution / active EE | $7,077 | $5,103+38.7% | $4,645+52.4% | $4,761+48.6% |
| Participant deferral / active EE | $14,350 | $7,181+99.8% | $6,842+109.7% | $5,982+139.9% |
| Admin fee / account holder | $1,687 | $10,807-84.4% | $9,309-81.9% | $11,247-85.0% |