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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 | $789,173 | $162,785+384.8% | $133,959+489.1% | $158,950+396.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.02% | 41.94%-27.9pp | 45.09%-31.1pp | 302.91%-288.9pp |
| Employer contribution / active EE | $28,125 | $4,975+465.3% | $3,919+617.7% | $4,762+490.6% |
| Participant deferral / active EE | $18,500 | $5,910+213.0% | $5,047+266.5% | $5,983+209.2% |
| Admin fee / account holder | $4,737 | $11,738-59.6% | $8,928-46.9% | $11,248-57.9% |