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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 | $973,792 | $185,883+423.9% | $170,043+472.7% | $139,466+598.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.56% | 60.54%-42.0pp | 53.40%-34.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $17,822 | $7,596+134.6% | $6,790+162.5% | $4,754+274.9% |
| Participant deferral / active EE | $20,235 | $11,626+74.1% | $10,410+94.4% | $6,712+201.5% |
| Admin fee / account holder | $4,069 | $15,393-73.6% | $12,824-68.3% | $11,409-64.3% |