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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 | $942,896 | $111,535+745.4% | $105,223+796.1% | $137,256+587.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.47% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $37,819 | $3,939+860.0% | $3,689+925.3% | $4,156+810.0% |
| Participant deferral / active EE | $16,579 | $5,500+201.4% | $5,072+226.9% | $6,407+158.8% |
| Admin fee / account holder | $226,589 | $9,721+2230.8% | $8,859+2457.8% | $12,270+1746.7% |