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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 | $823,797 | $97,125+748.2% | $86,233+855.3% | $137,256+500.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.09% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $19,327 | $2,841+580.2% | $2,504+671.8% | $4,156+365.0% |
| Participant deferral / active EE | $11,935 | $5,180+130.4% | $4,559+161.8% | $6,407+86.3% |
| Admin fee / account holder | $34,582 | $9,725+255.6% | $8,342+314.5% | $12,270+181.8% |