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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 | $455,464 | $165,361+175.4% | $149,715+204.2% | $158,950+186.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.41% | 348.24%-337.8pp | 276.66%-266.3pp | 302.91%-292.5pp |
| Employer contribution / active EE | $6,375 | $5,103+24.9% | $4,645+37.3% | $4,762+33.9% |
| Participant deferral / active EE | $6,357 | $7,182-11.5% | $6,842-7.1% | $5,983+6.3% |
| Admin fee / account holder | $12,556 | $10,808+16.2% | $9,310+34.9% | $11,248+11.6% |