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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 | $820,029 | $97,289+742.9% | $92,805+783.6% | $155,188+428.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 12.19% | 29.03%-16.8pp | 31.59%-19.4pp | 148.84%-136.6pp |
| Employer contribution / active EE | $16,843 | $3,632+363.7% | $3,424+391.9% | $4,248+296.5% |
| Participant deferral / active EE | $20,188 | $8,795+129.5% | $8,448+139.0% | $6,531+209.1% |
| Admin fee / account holder | $20,825 | $12,015+73.3% | $10,911+90.9% | $14,480+43.8% |