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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 | $381,285 | $165,399+130.5% | $149,745+154.6% | $158,982+139.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.52% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $9,446 | $5,105+85.0% | $4,646+103.3% | $4,763+98.3% |
| Participant deferral / active EE | $7,871 | $7,183+9.6% | $6,843+15.0% | $5,983+31.5% |
| Admin fee / account holder | $7,143 | $10,811-33.9% | $9,312-23.3% | $11,252-36.5% |