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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 | $729,311 | $139,948+421.1% | $121,663+499.5% | $154,746+371.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.55% | 230.52%-221.0pp | 147.54%-138.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $12,869 | $3,521+265.5% | $3,020+326.1% | $4,379+193.9% |
| Participant deferral / active EE | $26,862 | $5,629+377.2% | $4,887+449.6% | $6,730+299.1% |
| Admin fee / account holder | $458,681 | $17,321+2548.1% | $14,289+3110.0% | $14,365+3093.0% |