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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 | $866,021 | $228,395+279.2% | $185,861+366.0% | $158,982+444.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.83% | 40.82%-26.0pp | 35.96%-21.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $17,653 | $4,968+255.4% | $4,088+331.8% | $4,763+270.6% |
| Participant deferral / active EE | $14,111 | $6,417+119.9% | $5,634+150.5% | $5,983+135.8% |
| Admin fee / account holder | $31,590 | $11,869+166.2% | $9,503+232.4% | $11,252+180.8% |