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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 | $560,196 | $165,399+238.7% | $149,745+274.1% | $158,982+252.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.48% | 348.34%-334.9pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $11,915 | $5,105+133.4% | $4,646+156.5% | $4,763+150.2% |
| Participant deferral / active EE | $14,497 | $7,183+101.8% | $6,843+111.8% | $5,983+142.3% |
| Admin fee / account holder | $14,727 | $10,811+36.2% | $9,312+58.2% | $11,252+30.9% |