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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 | $840,660 | $165,381+408.3% | $149,730+461.5% | $158,966+428.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.57% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.4pp |
| Employer contribution / active EE | $19,318 | $5,104+278.5% | $4,645+315.9% | $4,762+305.6% |
| Participant deferral / active EE | $16,667 | $7,182+132.1% | $6,843+143.6% | $5,983+178.6% |
| Admin fee / account holder | $5,400 | $10,809-50.0% | $9,310-42.0% | $11,250-52.0% |