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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 | $983,318 | $212,386+363.0% | $199,883+391.9% | $138,895+608.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.72% | 47.75%-30.0pp | 43.81%-26.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $36,000 | $6,625+443.4% | $6,261+475.0% | $4,194+758.3% |
| Participant deferral / active EE | $23,496 | $9,617+144.3% | $9,138+157.1% | $6,396+267.3% |
| Admin fee / account holder | $1,510 | $18,233-91.7% | $17,268-91.3% | $12,562-88.0% |