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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 | $907,942 | $111,535+714.0% | $105,223+762.9% | $137,256+561.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.92% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $18,805 | $3,939+377.4% | $3,689+409.8% | $4,156+352.5% |
| Participant deferral / active EE | $19,731 | $5,500+258.7% | $5,072+289.0% | $6,407+208.0% |
| Admin fee / account holder | $593 | $9,721-93.9% | $8,859-93.3% | $12,270-95.2% |