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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 | $444,013 | $165,399+168.4% | $149,745+196.5% | $158,982+179.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.60% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $13,977 | $5,105+173.8% | $4,646+200.9% | $4,763+193.5% |
| Participant deferral / active EE | $10,640 | $7,183+48.1% | $6,843+55.5% | $5,983+77.8% |
| Admin fee / account holder | $2,512 | $10,811-76.8% | $9,312-73.0% | $11,252-77.7% |