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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 | $508,775 | $165,361+207.7% | $149,715+239.8% | $158,950+220.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.24%-334.9pp | 276.66%-263.3pp | 302.91%-289.6pp |
| Employer contribution / active EE | $16,685 | $5,103+226.9% | $4,645+259.2% | $4,762+250.4% |
| Participant deferral / active EE | $23,621 | $7,182+228.9% | $6,842+245.2% | $5,983+294.8% |
| Admin fee / account holder | $4,815 | $10,808-55.4% | $9,310-48.3% | $11,248-57.2% |