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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 | $999,391 | $100,970+889.8% | $96,576+934.8% | $137,256+628.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.01% | 38.16%-18.1pp | 38.47%-18.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $20,791 | $3,809+445.8% | $3,553+485.1% | $4,156+400.3% |
| Participant deferral / active EE | $21,388 | $8,286+158.1% | $7,956+168.8% | $6,407+233.8% |
| Admin fee / account holder | $19,097 | $11,312+68.8% | $11,381+67.8% | $12,270+55.6% |