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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 | $142,354+465.2% | $125,529+541.0% | $155,188+418.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 11.58% | 306.06%-294.5pp | 202.56%-191.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $13,430 | $3,501+283.6% | $3,058+339.2% | $4,248+216.2% |
| Participant deferral / active EE | $10,884 | $5,491+98.2% | $4,813+126.1% | $6,531+66.6% |
| Admin fee / account holder | $23,450 | $19,392+20.9% | $16,298+43.9% | $14,480+61.9% |