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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 | $809,207 | $185,883+335.3% | $170,043+375.9% | $139,466+480.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.08% | 60.54%-47.5pp | 53.40%-40.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $34,603 | $7,596+355.5% | $6,790+409.6% | $4,754+627.9% |
| Participant deferral / active EE | $27,026 | $11,626+132.5% | $10,410+159.6% | $6,712+302.7% |
| Admin fee / account holder | $14,794 | $15,393-3.9% | $12,824+15.4% | $11,409+29.7% |