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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 | $511,462 | $165,381+209.3% | $149,730+241.6% | $158,966+221.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.98% | 348.29%-325.3pp | 276.70%-253.7pp | 302.95%-280.0pp |
| Employer contribution / active EE | $12,902 | $5,104+152.8% | $4,645+177.7% | $4,762+170.9% |
| Participant deferral / active EE | $10,394 | $7,182+44.7% | $6,843+51.9% | $5,983+73.7% |
| Admin fee / account holder | $3,131 | $10,809-71.0% | $9,310-66.4% | $11,250-72.2% |