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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 | $810,561 | $110,212+635.5% | $96,534+739.7% | $139,466+481.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.74% | 26.42%-5.7pp | 25.88%-5.1pp | 373.66%-352.9pp |
| Employer contribution / active EE | $15,612 | $3,620+331.3% | $2,965+426.5% | $4,754+228.4% |
| Participant deferral / active EE | $11,990 | $5,547+116.1% | $4,851+147.2% | $6,712+78.6% |
| Admin fee / account holder | $65,326 | $11,599+463.2% | $8,253+691.5% | $11,409+472.6% |