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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 | $514,512 | $165,381+211.1% | $149,730+243.6% | $158,966+223.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.47% | 348.29%-322.8pp | 276.70%-251.2pp | 302.95%-277.5pp |
| Employer contribution / active EE | $7,453 | $5,104+46.0% | $4,645+60.4% | $4,762+56.5% |
| Participant deferral / active EE | $20,437 | $7,182+184.5% | $6,843+198.7% | $5,983+241.6% |
| Admin fee / account holder | $6,051 | $10,809-44.0% | $9,310-35.0% | $11,250-46.2% |