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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 | $924,112 | $111,535+728.5% | $105,223+778.2% | $137,256+573.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.10% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $32,680 | $3,939+729.6% | $3,689+786.0% | $4,156+686.3% |
| Participant deferral / active EE | $6,720 | $5,500+22.2% | $5,072+32.5% | $6,407+4.9% |
| Admin fee / account holder | $3,649 | $9,721-62.5% | $8,859-58.8% | $12,270-70.3% |