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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 | $964,518 | $174,379+453.1% | $152,093+534.2% | $138,895+594.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.45% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $23,741 | $4,652+410.4% | $4,175+468.7% | $4,194+466.0% |
| Participant deferral / active EE | $17,800 | $6,159+189.0% | $5,451+226.5% | $6,396+178.3% |
| Admin fee / account holder | $10,000 | $16,880-40.8% | $14,497-31.0% | $12,562-20.4% |