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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 | $802,579 | $108,922+636.8% | $100,398+699.4% | $145,978+449.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.86% | 58.04%-44.2pp | 49.32%-35.5pp | 550.52%-536.7pp |
| Employer contribution / active EE | $19,990 | $4,426+351.7% | $3,946+406.6% | $4,662+328.8% |
| Participant deferral / active EE | $13,512 | $8,450+59.9% | $8,084+67.1% | $6,690+102.0% |
| Admin fee / account holder | $30,611 | $9,680+216.2% | $7,893+287.8% | $13,400+128.4% |