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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 | $983,059 | $213,785+359.8% | $185,441+430.1% | $155,188+533.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.96% | 19.97%-10.0pp | 20.16%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $21,364 | $5,393+296.1% | $4,672+357.3% | $4,248+402.9% |
| Participant deferral / active EE | $8,840 | $6,864+28.8% | $6,152+43.7% | $6,531+35.4% |
| Admin fee / account holder | $6,833 | $21,134-67.7% | $17,890-61.8% | $14,480-52.8% |