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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 | $339,145 | $165,399+105.0% | $149,745+126.5% | $158,982+113.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.37% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $16,211 | $5,105+217.6% | $4,646+248.9% | $4,763+240.4% |
| Participant deferral / active EE | $22,647 | $7,183+215.3% | $6,843+230.9% | $5,983+278.5% |
| Admin fee / account holder | $5,790 | $10,811-46.4% | $9,312-37.8% | $11,252-48.5% |