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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 | $397,090 | $165,399+140.1% | $149,745+165.2% | $158,982+149.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.04% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $7,490 | $5,105+46.7% | $4,646+61.2% | $4,763+57.3% |
| Participant deferral / active EE | $9,382 | $7,183+30.6% | $6,843+37.1% | $5,983+56.8% |
| Admin fee / account holder | $17,697 | $10,811+63.7% | $9,312+90.1% | $11,252+57.3% |