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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 | $864,391 | $114,119+657.4% | $107,187+706.4% | $138,895+522.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.64% | 273.21%-260.6pp | 204.55%-191.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $18,989 | $4,059+367.9% | $3,782+402.1% | $4,194+352.7% |
| Participant deferral / active EE | $11,217 | $5,538+102.5% | $5,096+120.1% | $6,396+75.4% |
| Admin fee / account holder | $30,912 | $10,024+208.4% | $9,162+237.4% | $12,562+146.1% |