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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 | $916,385 | $117,846+677.6% | $102,434+794.6% | $145,884+528.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $63,114 | $3,615+1646.0% | $3,023+1987.7% | $4,662+1253.7% |
| Participant deferral / active EE | $10,849 | $5,733+89.2% | $5,055+114.6% | $6,690+62.2% |
| Admin fee / account holder | $94,065 | $13,356+604.3% | $9,462+894.1% | $13,392+602.4% |