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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 | $562,009 | $111,535+403.9% | $105,223+434.1% | $137,256+309.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.95% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $30,667 | $3,939+678.5% | $3,689+731.4% | $4,156+637.9% |
| Participant deferral / active EE | $12,933 | $5,500+135.2% | $5,072+155.0% | $6,407+101.9% |
| Admin fee / account holder | $3,356 | $9,721-65.5% | $8,859-62.1% | $12,270-72.6% |