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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 | $927,796 | $102,595+804.3% | $94,057+886.4% | $154,746+499.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.12% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $28,340 | $3,147+800.5% | $2,933+866.2% | $4,379+547.2% |
| Participant deferral / active EE | $20,667 | $5,118+303.8% | $4,709+338.8% | $6,730+207.1% |
| Admin fee / account holder | $11,460 | $7,736+48.1% | $7,244+58.2% | $14,365-20.2% |