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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 | $311,241 | $165,399+88.2% | $149,745+107.8% | $158,982+95.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.44% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $18,924 | $5,105+270.7% | $4,646+307.3% | $4,763+297.3% |
| Participant deferral / active EE | $6,714 | $7,183-6.5% | $6,843-1.9% | $5,983+12.2% |
| Admin fee / account holder | $39,819 | $10,811+268.3% | $9,312+327.6% | $11,252+253.9% |