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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 | $619,970 | $180,028+244.4% | $138,135+348.8% | $158,950+290.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 17.43% | 21.68%-4.3pp | 20.51%-3.1pp | 302.91%-285.5pp |
| Employer contribution / active EE | $14,533 | $7,470+94.6% | $5,587+160.1% | $4,762+205.2% |
| Participant deferral / active EE | $11,070 | $7,717+43.4% | $6,431+72.1% | $5,983+85.0% |
| Admin fee / account holder | $2,117 | $17,912-88.2% | $11,856-82.1% | $11,248-81.2% |