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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 | $832,084 | $177,156+369.7% | $147,027+465.9% | $154,746+437.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.19% | 21.94%-11.7pp | 20.23%-10.0pp | 172.34%-162.1pp |
| Employer contribution / active EE | $22,222 | $4,336+412.4% | $3,626+512.9% | $4,379+407.5% |
| Participant deferral / active EE | $9,056 | $5,797+56.2% | $4,933+83.6% | $6,730+34.6% |
| Admin fee / account holder | $105,427 | $14,904+607.4% | $12,223+762.6% | $14,365+633.9% |