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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 | $723,107 | $121,637+494.5% | $104,605+591.3% | $158,931+355.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.09% | 465.32%-456.2pp | 340.46%-331.4pp | 302.86%-293.8pp |
| Employer contribution / active EE | $16,863 | $3,163+433.1% | $2,681+529.1% | $4,761+254.2% |
| Participant deferral / active EE | $13,642 | $4,177+226.6% | $3,739+264.9% | $5,982+128.0% |
| Admin fee / account holder | $7,590 | $7,788-2.5% | $6,473+17.2% | $11,247-32.5% |