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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 | $108,882+684.0% | $96,754+782.3% | $154,746+451.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.77% | 98.39%-81.6pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $26,856 | $3,018+789.8% | $2,679+902.4% | $4,379+513.3% |
| Participant deferral / active EE | $15,038 | $5,323+182.5% | $4,758+216.0% | $6,730+123.4% |
| Admin fee / account holder | $29,017 | $10,200+184.5% | $8,905+225.9% | $14,365+102.0% |