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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 | $932,553 | $103,393+801.9% | $87,103+970.6% | $152,909+509.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.94% | 28.10%-7.2pp | 28.19%-7.3pp | 345.46%-324.5pp |
| Employer contribution / active EE | $15,482 | $3,221+380.6% | $2,521+514.0% | $4,764+225.0% |
| Participant deferral / active EE | $19,723 | $4,778+312.8% | $4,049+387.2% | $5,851+237.1% |
| Admin fee / account holder | $51,328 | $12,195+320.9% | $7,491+585.2% | $11,601+342.5% |