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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 | $456,312 | $165,399+175.9% | $149,745+204.7% | $158,982+187.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.42% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $6,844 | $5,105+34.1% | $4,646+47.3% | $4,763+43.7% |
| Participant deferral / active EE | $19,880 | $7,183+176.8% | $6,843+190.5% | $5,983+232.3% |
| Admin fee / account holder | $71,278 | $10,811+559.3% | $9,312+665.5% | $11,252+533.5% |