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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 | $899,972 | $111,535+706.9% | $105,223+755.3% | $137,256+555.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.14% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $15,694 | $3,939+298.4% | $3,689+325.5% | $4,156+277.6% |
| Participant deferral / active EE | $14,117 | $5,500+156.7% | $5,072+178.4% | $6,407+120.3% |
| Admin fee / account holder | $7,014 | $9,721-27.8% | $8,859-20.8% | $12,270-42.8% |