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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 | $147,556+478.5% | $129,031+561.6% | $198,609+329.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.77% | 37.41%-20.6pp | 34.67%-17.9pp | 202.70%-185.9pp |
| Employer contribution / active EE | $26,856 | $3,645+636.8% | $3,226+732.5% | $5,055+431.2% |
| Participant deferral / active EE | $15,038 | $5,760+161.1% | $5,217+188.2% | $6,977+115.5% |
| Admin fee / account holder | $29,017 | $15,467+87.6% | $13,208+119.7% | $19,030+52.5% |