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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 | $790,155 | $111,535+608.4% | $105,223+650.9% | $137,256+475.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.35% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $19,621 | $3,939+398.1% | $3,689+432.0% | $4,156+372.1% |
| Participant deferral / active EE | $19,302 | $5,500+250.9% | $5,072+280.6% | $6,407+201.3% |
| Admin fee / account holder | $1,004 | $9,721-89.7% | $8,859-88.7% | $12,270-91.8% |