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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 | $1,070,794 | $95,415+1022.2% | $185,851+476.2% | $85,851+1147.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.27% | 23.59%-11.3pp | 122.11%-109.8pp | 318.63%-306.4pp |
| Employer contribution / active EE | $32,196 | $3,314+871.5% | $5,168+522.9% | $2,565+1155.0% |
| Participant deferral / active EE | $18,067 | $3,424+427.7% | $5,569+224.4% | $3,952+357.1% |
| Admin fee / account holder | $9,775 | $7,215+35.5% | $16,245-39.8% | $6,261+56.1% |