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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 | $813,804 | $176,838+360.2% | $146,685+454.8% | $167,518+385.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.63% | 24.04%-9.4pp | 22.75%-8.1pp | 478.71%-464.1pp |
| Employer contribution / active EE | $14,904 | $5,161+188.8% | $4,137+260.3% | $4,838+208.0% |
| Participant deferral / active EE | $15,611 | $6,441+142.4% | $5,507+183.5% | $6,342+146.2% |
| Admin fee / account holder | $2,000 | $13,262-84.9% | $10,281-80.5% | $12,312-83.8% |