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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 | $822,877 | $217,432+278.5% | $185,851+342.8% | $167,553+391.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.23% | 148.43%-129.2pp | 122.11%-102.9pp | 478.89%-459.7pp |
| Employer contribution / active EE | $14,238 | $5,874+142.4% | $5,168+175.5% | $4,840+194.2% |
| Participant deferral / active EE | $17,501 | $6,357+175.3% | $5,569+214.3% | $6,343+175.9% |
| Admin fee / account holder | $6,680 | $19,820-66.3% | $16,245-58.9% | $12,316-45.8% |