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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 | $843,860 | $101,618+730.4% | $93,063+806.8% | $137,256+514.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 31.19% | 223.95%-192.8pp | 34.15%-3.0pp | 220.34%-189.2pp |
| Employer contribution / active EE | $9,950 | $2,707+267.5% | $2,476+301.8% | $4,156+139.4% |
| Participant deferral / active EE | $31,000 | $4,279+624.4% | $3,958+683.2% | $6,407+383.9% |
| Admin fee / account holder | $514 | $6,198-91.7% | $6,033-91.5% | $12,270-95.8% |