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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 | $102,245+772.4% | $89,340+898.4% | $137,256+549.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.29% | 21.89%-10.6pp | 20.57%-9.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $15,909 | $2,529+529.0% | $2,231+613.0% | $4,156+282.8% |
| Participant deferral / active EE | $10,807 | $4,436+143.6% | $3,823+182.7% | $6,407+68.7% |
| Admin fee / account holder | $208,611 | $8,085+2480.1% | $6,704+3011.9% | $12,270+1600.2% |