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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 | $405,149 | $165,351+145.0% | $149,710+170.6% | $158,931+154.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.12% | 348.19%-336.1pp | 276.63%-264.5pp | 302.86%-290.7pp |
| Employer contribution / active EE | $20,002 | $5,103+292.0% | $4,645+330.7% | $4,761+320.1% |
| Participant deferral / active EE | $14,319 | $7,181+99.4% | $6,842+109.3% | $5,982+139.4% |
| Admin fee / account holder | $34,492 | $10,807+219.2% | $9,309+270.5% | $11,247+206.7% |