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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 | $974,111 | $142,426+583.9% | $115,167+745.8% | $152,909+537.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 23.80% | 41.48%-17.7pp | 35.60%-11.8pp | 345.46%-321.7pp |
| Employer contribution / active EE | $22,792 | $4,011+468.3% | $3,179+616.9% | $4,764+378.4% |
| Participant deferral / active EE | $15,043 | $5,165+191.3% | $4,169+260.8% | $5,851+157.1% |
| Admin fee / account holder | $16,505 | $8,464+95.0% | $7,089+132.8% | $11,601+42.3% |