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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 | $998,646 | $210,991+373.3% | $153,741+549.6% | $145,897+584.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.13% | 13.46%+3.7pp | 15.71%+1.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $13,750 | $6,057+127.0% | $5,042+172.7% | $4,663+194.9% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44,052 | $19,490+126.0% | $12,749+245.5% | $13,390+229.0% |