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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 | $270,052 | $165,399+63.3% | $149,745+80.3% | $158,982+69.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.22% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $9,480 | $5,105+85.7% | $4,646+104.1% | $4,763+99.0% |
| Participant deferral / active EE | $13,870 | $7,183+93.1% | $6,843+102.7% | $5,983+131.8% |
| Admin fee / account holder | $36,656 | $10,811+239.1% | $9,312+293.7% | $11,252+225.8% |