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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 | $937,974 | $93,346+904.8% | $71,796+1206.5% | $273,972+242.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 14.37% | 130.39%-116.0pp | 78.04%-63.7pp | 41.46%-27.1pp |
| Employer contribution / active EE | $3,904 | $2,733+42.8% | $1,924+102.9% | $4,869-19.8% |
| Participant deferral / active EE | $7,433 | $3,475+113.9% | $2,794+166.0% | $5,287+40.6% |
| Admin fee / account holder | $11,374 | $6,571+73.1% | $4,815+136.2% | $10,133+12.3% |