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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 | $910,908 | $165,399+450.7% | $149,745+508.3% | $158,982+473.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.93% | 348.34%-329.4pp | 276.72%-257.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $20,095 | $5,105+293.7% | $4,646+332.6% | $4,763+321.9% |
| Participant deferral / active EE | $15,261 | $7,183+112.5% | $6,843+123.0% | $5,983+155.1% |
| Admin fee / account holder | $43,347 | $10,811+300.9% | $9,312+365.5% | $11,252+285.3% |