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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 | $891,934 | $103,164+764.6% | $90,259+888.2% | $154,746+476.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 11.29% | 19.25%-8.0pp | 18.88%-7.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $15,909 | $2,532+528.4% | $2,291+594.3% | $4,379+263.3% |
| Participant deferral / active EE | $10,807 | $4,422+144.4% | $3,827+182.4% | $6,730+60.6% |
| Admin fee / account holder | $208,611 | $8,593+2327.7% | $7,267+2770.6% | $14,365+1352.2% |