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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 | $902,878 | $97,125+829.6% | $86,233+947.0% | $137,256+557.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.77% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $12,000 | $2,841+322.3% | $2,504+379.2% | $4,156+188.7% |
| Participant deferral / active EE | $30,000 | $5,180+479.2% | $4,559+558.0% | $6,407+368.3% |
| Admin fee / account holder | $10,037 | $9,725+3.2% | $8,342+20.3% | $12,270-18.2% |