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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 | $886,873 | $111,535+695.2% | $105,223+742.8% | $137,256+546.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.81% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $17,114 | $3,939+334.4% | $3,689+364.0% | $4,156+311.8% |
| Participant deferral / active EE | $20,606 | $5,500+274.7% | $5,072+306.3% | $6,407+221.6% |
| Admin fee / account holder | $2,537 | $9,721-73.9% | $8,859-71.4% | $12,270-79.3% |