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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 | $888,863 | $132,634+570.2% | $115,768+667.8% | $137,256+547.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.39% | 160.70%-148.3pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $23,199 | $3,360+590.5% | $2,940+689.1% | $4,156+458.2% |
| Participant deferral / active EE | $31,859 | $5,619+467.0% | $4,917+548.0% | $6,407+397.3% |
| Admin fee / account holder | $33,883 | $15,028+125.5% | $12,439+172.4% | $12,270+176.1% |