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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 | $460,551 | $165,399+178.4% | $149,745+207.6% | $158,982+189.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.53% | 348.34%-339.8pp | 276.72%-268.2pp | 302.99%-294.5pp |
| Employer contribution / active EE | $12,971 | $5,105+154.1% | $4,646+179.2% | $4,763+172.3% |
| Participant deferral / active EE | $7,696 | $7,183+7.1% | $6,843+12.5% | $5,983+28.6% |
| Admin fee / account holder | $4,328 | $10,811-60.0% | $9,312-53.5% | $11,252-61.5% |