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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 | $934,878 | $217,392+330.0% | $185,818+403.1% | $167,497+458.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.87% | 148.37%-138.5pp | 122.06%-112.2pp | 478.62%-468.7pp |
| Employer contribution / active EE | $17,299 | $5,873+194.5% | $5,168+234.8% | $4,838+257.6% |
| Participant deferral / active EE | $16,121 | $6,357+153.6% | $5,568+189.5% | $6,341+154.2% |
| Admin fee / account holder | $5,134 | $19,813-74.1% | $16,239-68.4% | $12,310-58.3% |