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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 | $367,708 | $165,381+122.3% | $149,730+145.6% | $158,966+131.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.44% | 348.29%-331.8pp | 276.70%-260.3pp | 302.95%-286.5pp |
| Employer contribution / active EE | $23,500 | $5,104+360.4% | $4,645+405.9% | $4,762+393.4% |
| Participant deferral / active EE | $20,800 | $7,182+189.6% | $6,843+204.0% | $5,983+247.6% |
| Admin fee / account holder | $2,117 | $10,809-80.4% | $9,310-77.3% | $11,250-81.2% |