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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 | $809,737 | $165,361+389.7% | $149,715+440.9% | $158,950+409.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.32% | 348.24%-337.9pp | 276.66%-266.3pp | 302.91%-292.6pp |
| Employer contribution / active EE | $10,302 | $5,103+101.9% | $4,645+121.8% | $4,762+116.3% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $755 | $10,808-93.0% | $9,310-91.9% | $11,248-93.3% |