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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 | $165,361+130.6% | $149,715+154.7% | $158,950+139.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.52% | 348.24%-336.7pp | 276.66%-265.1pp | 302.91%-291.4pp |
| Employer contribution / active EE | $9,446 | $5,103+85.1% | $4,645+103.4% | $4,762+98.4% |
| Participant deferral / active EE | $7,871 | $7,182+9.6% | $6,842+15.0% | $5,983+31.6% |
| Admin fee / account holder | $7,143 | $10,808-33.9% | $9,310-23.3% | $11,248-36.5% |