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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 | $825,886 | $182,442+352.7% | $163,379+405.5% | $138,895+494.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.52% | 72.74%-59.2pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $15,000 | $4,159+260.6% | $3,752+299.7% | $4,194+257.6% |
| Participant deferral / active EE | $31,000 | $6,817+354.7% | $6,282+393.5% | $6,396+384.7% |
| Admin fee / account holder | $44,973 | $10,396+332.6% | $9,818+358.1% | $12,562+258.0% |