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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 | $952,732 | $136,860+596.1% | $120,344+691.7% | $154,746+515.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.58% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.8pp |
| Employer contribution / active EE | $34,500 | $3,533+876.5% | $3,020+1042.3% | $4,379+687.8% |
| Participant deferral / active EE | $31,000 | $5,793+435.1% | $5,135+503.7% | $6,730+360.6% |
| Admin fee / account holder | $3,935 | $15,393-74.4% | $12,742-69.1% | $14,365-72.6% |