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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 | $914,082 | $202,460+351.5% | $169,385+439.6% | $139,456+555.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.46% | 532.07%-516.6pp | 405.82%-390.4pp | 373.45%-358.0pp |
| Employer contribution / active EE | $10,000 | $4,691+113.2% | $4,012+149.3% | $4,753+110.4% |
| Participant deferral / active EE | $25,000 | $6,938+260.3% | $6,221+301.9% | $6,711+272.5% |
| Admin fee / account holder | $2,473 | $10,719-76.9% | $9,011-72.6% | $11,407-78.3% |