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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 | $377,140 | $165,361+128.1% | $149,715+151.9% | $158,950+137.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.59% | 348.24%-333.6pp | 276.66%-262.1pp | 302.91%-288.3pp |
| Employer contribution / active EE | $22,570 | $5,103+342.2% | $4,645+385.9% | $4,762+374.0% |
| Participant deferral / active EE | $7,693 | $7,182+7.1% | $6,842+12.4% | $5,983+28.6% |
| Admin fee / account holder | $25,010 | $10,808+131.4% | $9,310+168.6% | $11,248+122.3% |