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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 | $1,352,138 | $96,419+1302.3% | $80,648+1576.6% | $139,487+869.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.66% | 1352.86%-1340.2pp | 937.21%-924.6pp | 373.84%-361.2pp |
| Employer contribution / active EE | $26,803 | $3,261+721.9% | $2,724+884.1% | $4,755+463.7% |
| Participant deferral / active EE | $29,584 | $5,225+466.2% | $4,443+565.8% | $6,713+340.7% |
| Admin fee / account holder | $12,287 | $6,605+86.0% | $5,382+128.3% | $11,407+7.7% |