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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 | $823,693 | $98,240+738.5% | $82,312+900.7% | $147,586+458.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.91% | 30.85%-14.9pp | 25.88%-10.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $15,642 | $3,192+390.1% | $2,428+544.1% | $4,876+220.8% |
| Participant deferral / active EE | $15,241 | $4,383+247.7% | $3,706+311.2% | $5,439+180.2% |
| Admin fee / account holder | $29,145 | $8,563+240.4% | $5,608+419.7% | $10,886+167.7% |