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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 | $985,824 | $211,239+366.7% | $178,528+452.2% | $145,877+575.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.16% | 30.22%-16.1pp | 27.11%-12.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $5,000 | $4,570+9.4% | $3,950+26.6% | $4,663+7.2% |
| Participant deferral / active EE | $22,900 | $6,963+228.9% | $6,278+264.7% | $6,691+242.3% |
| Admin fee / account holder | $7,652 | $12,095-36.7% | $10,419-26.6% | $13,402-42.9% |