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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 | $107,666+828.2% | $102,184+878.0% | $154,746+545.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.01% | 29.33%-9.3pp | 31.58%-11.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $20,791 | $3,846+440.6% | $3,594+478.5% | $4,379+374.8% |
| Participant deferral / active EE | $21,388 | $8,719+145.3% | $8,309+157.4% | $6,730+217.8% |
| Admin fee / account holder | $19,097 | $12,943+47.5% | $11,609+64.5% | $14,365+32.9% |