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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 | $99,380+797.5% | $90,312+887.6% | $155,188+474.7% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 11.29% | 19.35%-8.1pp | 18.90%-7.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $15,909 | $2,390+565.7% | $2,243+609.4% | $4,248+274.5% |
| Participant deferral / active EE | $10,807 | $4,212+156.6% | $3,749+188.3% | $6,531+65.5% |
| Admin fee / account holder | $208,611 | $9,766+2036.1% | $8,248+2429.3% | $14,480+1340.7% |