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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 | $691,990 | $114,119+506.4% | $107,187+545.6% | $138,895+398.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.27% | 273.21%-250.9pp | 204.55%-182.3pp | 145.39%-123.1pp |
| Employer contribution / active EE | $19,443 | $4,059+379.0% | $3,782+414.1% | $4,194+363.6% |
| Participant deferral / active EE | $20,167 | $5,538+264.2% | $5,096+295.7% | $6,396+215.3% |
| Admin fee / account holder | $31,574 | $10,024+215.0% | $9,162+244.6% | $12,562+151.3% |