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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 | $888,723 | $165,399+437.3% | $149,745+493.5% | $158,982+459.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.14% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,534 | $5,105-70.0% | $4,646-67.0% | $4,763-67.8% |
| Participant deferral / active EE | $6,698 | $7,183-6.7% | $6,843-2.1% | $5,983+11.9% |
| Admin fee / account holder | $24,592 | $10,811+127.5% | $9,312+164.1% | $11,252+118.6% |