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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 | $961,015 | $176,786+443.6% | $146,643+555.3% | $167,536+473.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.97% | 24.04%-13.1pp | 22.75%-11.8pp | 478.82%-467.8pp |
| Employer contribution / active EE | $11,250 | $5,161+118.0% | $4,137+171.9% | $4,839+132.5% |
| Participant deferral / active EE | $11,631 | $6,440+80.6% | $5,506+111.2% | $6,342+83.4% |
| Admin fee / account holder | $46,528 | $13,262+250.9% | $10,280+352.6% | $12,315+277.8% |