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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 | $671,422 | $111,535+502.0% | $105,223+538.1% | $137,256+389.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.86% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $16,787 | $3,939+326.1% | $3,689+355.1% | $4,156+303.9% |
| Participant deferral / active EE | $10,368 | $5,500+88.5% | $5,072+104.4% | $6,407+61.8% |
| Admin fee / account holder | $23,274 | $9,721+139.4% | $8,859+162.7% | $12,270+89.7% |