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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 | $997,205 | $165,399+502.9% | $149,745+565.9% | $158,982+527.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.41% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $6,699 | $5,105+31.2% | $4,646+44.2% | $4,763+40.7% |
| Participant deferral / active EE | $18,427 | $7,183+156.5% | $6,843+169.3% | $5,983+208.0% |
| Admin fee / account holder | $2,451 | $10,811-77.3% | $9,312-73.7% | $11,252-78.2% |