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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 | $111,535+675.0% | $105,223+721.5% | $137,256+529.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.64% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $18,989 | $3,939+382.0% | $3,689+414.8% | $4,156+356.9% |
| Participant deferral / active EE | $11,217 | $5,500+103.9% | $5,072+121.2% | $6,407+75.1% |
| Admin fee / account holder | $30,912 | $9,721+218.0% | $8,859+248.9% | $12,270+151.9% |