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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 | $810,960 | $106,267+663.1% | $96,520+740.2% | $139,456+481.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.96% | 38.45%-11.5pp | 35.72%-8.8pp | 373.45%-346.5pp |
| Employer contribution / active EE | $8,767 | $4,105+113.6% | $3,739+134.5% | $4,753+84.5% |
| Participant deferral / active EE | $1,907 | $5,454-65.0% | $4,879-60.9% | $6,711-71.6% |
| Admin fee / account holder | $6,479 | $7,882-17.8% | $6,733-3.8% | $11,407-43.2% |