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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 | $132,634+506.6% | $115,768+595.0% | $137,256+486.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.58% | 160.70%-149.1pp | 100.46%-88.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $13,430 | $3,360+299.7% | $2,940+356.8% | $4,156+223.1% |
| Participant deferral / active EE | $10,884 | $5,619+93.7% | $4,917+121.4% | $6,407+69.9% |
| Admin fee / account holder | $23,450 | $15,028+56.0% | $12,439+88.5% | $12,270+91.1% |