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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 | $901,079 | $181,062+397.7% | $158,223+469.5% | $155,188+480.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.11% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $50,000 | $4,565+995.4% | $4,109+1116.9% | $4,248+1077.1% |
| Participant deferral / active EE | $2,143 | $6,134-65.1% | $5,467-60.8% | $6,531-67.2% |
| Admin fee / account holder | $43,540 | $18,825+131.3% | $16,047+171.3% | $14,480+200.7% |