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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 | $948,589 | $165,381+473.6% | $149,730+533.5% | $158,966+496.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.86% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.1pp |
| Employer contribution / active EE | $13,718 | $5,104+168.8% | $4,645+195.3% | $4,762+188.0% |
| Participant deferral / active EE | $17,433 | $7,182+142.7% | $6,843+154.8% | $5,983+191.4% |
| Admin fee / account holder | $518 | $10,809-95.2% | $9,310-94.4% | $11,250-95.4% |