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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 | $703,272 | $165,399+325.2% | $149,745+369.6% | $158,982+342.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.06% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $17,037 | $5,105+233.7% | $4,646+266.7% | $4,763+257.7% |
| Participant deferral / active EE | $10,021 | $7,183+39.5% | $6,843+46.4% | $5,983+67.5% |
| Admin fee / account holder | $23,754 | $10,811+119.7% | $9,312+155.1% | $11,252+111.1% |