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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 | $986,589 | $106,267+828.4% | $96,520+922.2% | $139,456+607.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.69% | 38.45%-22.8pp | 35.72%-20.0pp | 373.45%-357.8pp |
| Employer contribution / active EE | $26,407 | $4,105+543.3% | $3,739+606.3% | $4,753+455.6% |
| Participant deferral / active EE | $17,582 | $5,454+222.3% | $4,879+260.4% | $6,711+162.0% |
| Admin fee / account holder | $18,199 | $7,882+130.9% | $6,733+170.3% | $11,407+59.5% |