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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 | $489,625 | $165,381+196.1% | $149,730+227.0% | $158,966+208.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.75% | 348.29%-336.5pp | 276.70%-265.0pp | 302.95%-291.2pp |
| Employer contribution / active EE | $22,245 | $5,104+335.8% | $4,645+378.9% | $4,762+367.1% |
| Participant deferral / active EE | $11,282 | $7,182+57.1% | $6,843+64.9% | $5,983+88.6% |
| Admin fee / account holder | $9,590 | $10,809-11.3% | $9,310+3.0% | $11,250-14.8% |