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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 | $970,082 | $185,312+423.5% | $161,489+500.7% | $154,746+526.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 34.20% | 103.84%-69.6pp | 89.72%-55.5pp | 172.34%-138.1pp |
| Employer contribution / active EE | $23,501 | $4,769+392.8% | $4,268+450.6% | $4,379+436.7% |
| Participant deferral / active EE | $18,464 | $6,350+190.8% | $5,630+228.0% | $6,730+174.3% |
| Admin fee / account holder | $31,379 | $18,654+68.2% | $16,006+96.0% | $14,365+118.4% |