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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 | $508,203 | $165,399+207.3% | $149,745+239.4% | $158,982+219.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $13,889 | $5,105+172.1% | $4,646+199.0% | $4,763+191.6% |
| Participant deferral / active EE | $5,472 | $7,183-23.8% | $6,843-20.0% | $5,983-8.6% |
| Admin fee / account holder | $1,169 | $10,811-89.2% | $9,312-87.4% | $11,252-89.6% |