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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 | $916,252 | $133,998+583.8% | $112,263+716.2% | $134,545+581.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.82% | 47.17%-44.4pp | 27.49%-24.7pp | 418.37%-415.5pp |
| Employer contribution / active EE | $26,653 | $4,040+559.7% | $3,636+633.0% | $4,742+462.1% |
| Participant deferral / active EE | $10,799 | $5,292+104.1% | $4,729+128.3% | $6,401+68.7% |
| Admin fee / account holder | $29,630 | $7,493+295.4% | $6,410+362.2% | $11,431+159.2% |