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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 | $947,655 | $114,119+730.4% | $107,187+784.1% | $138,895+582.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.76% | 273.21%-256.4pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $32,487 | $4,059+700.4% | $3,782+758.9% | $4,194+674.6% |
| Participant deferral / active EE | $21,117 | $5,538+281.3% | $5,096+314.4% | $6,396+230.1% |
| Admin fee / account holder | $6,441 | $10,024-35.7% | $9,162-29.7% | $12,562-48.7% |