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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 | $804,581 | $139,948+474.9% | $121,663+561.3% | $154,746+419.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.58% | 230.52%-218.9pp | 147.54%-136.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $13,430 | $3,521+281.4% | $3,020+344.7% | $4,379+206.7% |
| Participant deferral / active EE | $10,884 | $5,629+93.4% | $4,887+122.7% | $6,730+61.7% |
| Admin fee / account holder | $23,450 | $17,321+35.4% | $14,289+64.1% | $14,365+63.2% |