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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 | $351,780 | $165,399+112.7% | $149,745+134.9% | $158,982+121.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 13.13% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $10,310 | $5,105+102.0% | $4,646+121.9% | $4,763+116.5% |
| Participant deferral / active EE | $7,438 | $7,183+3.6% | $6,843+8.7% | $5,983+24.3% |
| Admin fee / account holder | $45,199 | $10,811+318.1% | $9,312+385.4% | $11,252+301.7% |