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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 | $835,863 | $228,395+266.0% | $185,861+349.7% | $158,982+425.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.50% | 40.82%-27.3pp | 35.96%-22.5pp | 302.99%-289.5pp |
| Employer contribution / active EE | $17,990 | $4,968+262.1% | $4,088+340.1% | $4,763+277.7% |
| Participant deferral / active EE | $2,500 | $6,417-61.0% | $5,634-55.6% | $5,983-58.2% |
| Admin fee / account holder | $4,245 | $11,869-64.2% | $9,503-55.3% | $11,252-62.3% |