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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 | $907,600 | $112,729+705.1% | $98,716+819.4% | $137,256+561.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.18% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $10,318 | $2,725+278.6% | $2,279+352.8% | $4,156+148.3% |
| Participant deferral / active EE | $15,287 | $4,640+229.5% | $4,048+277.7% | $6,407+138.6% |
| Admin fee / account holder | $40,360 | $10,129+298.5% | $8,703+363.8% | $12,270+228.9% |