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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 | $415,833 | $165,399+151.4% | $149,745+177.7% | $158,982+161.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.80% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $15,892 | $5,105+211.3% | $4,646+242.1% | $4,763+233.7% |
| Participant deferral / active EE | $10,375 | $7,183+44.4% | $6,843+51.6% | $5,983+73.4% |
| Admin fee / account holder | $3,285 | $10,811-69.6% | $9,312-64.7% | $11,252-70.8% |