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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 | $831,713 | $126,661+556.6% | $113,397+633.5% | $138,895+498.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.55% | 25.05%-9.5pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $19,015 | $3,456+450.2% | $2,977+538.7% | $4,194+353.4% |
| Participant deferral / active EE | $14,833 | $5,693+160.6% | $5,076+192.2% | $6,396+131.9% |
| Admin fee / account holder | $25,375 | $14,549+74.4% | $11,957+112.2% | $12,562+102.0% |