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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 | $853,630 | $97,125+778.9% | $86,233+889.9% | $137,256+521.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.77% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $26,856 | $2,841+845.2% | $2,504+972.4% | $4,156+546.2% |
| Participant deferral / active EE | $15,038 | $5,180+190.3% | $4,559+229.8% | $6,407+134.7% |
| Admin fee / account holder | $29,017 | $9,725+198.4% | $8,342+247.8% | $12,270+136.5% |