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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 | $522,224 | $100,262+420.9% | $81,370+541.8% | $145,897+257.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.75% | 34.52%-14.8pp | 24.85%-5.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $9,850 | $2,979+230.7% | $2,464+299.8% | $4,663+111.2% |
| Participant deferral / active EE | $10,036 | $4,612+117.6% | $3,885+158.3% | $6,689+50.0% |
| Admin fee / account holder | $37,243 | $8,163+356.2% | $5,749+547.8% | $13,390+178.1% |