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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 | $900,348 | $165,399+444.3% | $149,745+501.3% | $158,982+466.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.50% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $5,367 | $5,105+5.1% | $4,646+15.5% | $4,763+12.7% |
| Participant deferral / active EE | $8,214 | $7,183+14.4% | $6,843+20.0% | $5,983+37.3% |
| Admin fee / account holder | $282,572 | $10,811+2513.7% | $9,312+2934.6% | $11,252+2411.4% |