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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 | $994,696 | $175,212+467.7% | $149,682+564.5% | $139,427+613.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.60% | 166.63%-155.0pp | 134.35%-122.8pp | 373.27%-361.7pp |
| Employer contribution / active EE | $17,563 | $5,475+220.8% | $4,818+264.5% | $4,752+269.6% |
| Participant deferral / active EE | $16,246 | $6,520+149.2% | $5,681+186.0% | $6,711+142.1% |
| Admin fee / account holder | $5,361 | $16,150-66.8% | $13,210-59.4% | $11,404-53.0% |