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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 | $877,748 | $217,432+303.7% | $185,849+372.3% | $167,536+423.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.30% | 148.42%-124.1pp | 122.10%-97.8pp | 478.82%-454.5pp |
| Employer contribution / active EE | $16,500 | $5,875+180.9% | $5,169+219.2% | $4,839+241.0% |
| Participant deferral / active EE | $11,925 | $6,357+87.6% | $5,569+114.1% | $6,342+88.0% |
| Admin fee / account holder | $25,933 | $19,818+30.9% | $16,244+59.6% | $12,315+110.6% |