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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 | $889,027 | $138,393+542.4% | $184,256+382.5% | $80,959+998.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 44.70% | 20.01%+24.7pp | 28.85%+15.9pp | 35.67%+9.0pp |
| Employer contribution / active EE | $31,930 | $4,847+558.7% | $6,427+396.8% | $2,757+1058.1% |
| Participant deferral / active EE | $23,282 | $7,076+229.0% | $9,133+154.9% | $4,300+441.4% |
| Admin fee / account holder | $11,774 | $10,489+12.2% | $13,899-15.3% | $6,925+70.0% |