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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 | $114,119+726.2% | $107,187+779.7% | $138,895+578.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.47% | 273.21%-260.7pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $37,819 | $4,059+831.8% | $3,782+899.9% | $4,194+801.7% |
| Participant deferral / active EE | $16,579 | $5,538+199.4% | $5,096+225.3% | $6,396+159.2% |
| Admin fee / account holder | $226,589 | $10,024+2160.5% | $9,162+2373.1% | $12,562+1703.7% |