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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 | $909,890 | $77,920+1067.7% | $149,723+507.7% | $75,177+1110.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.96% | 31.72%-14.8pp | 134.50%-117.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $31,577 | $3,138+906.2% | $4,821+554.9% | $2,671+1082.2% |
| Participant deferral / active EE | $17,957 | $3,411+426.4% | $5,682+216.0% | $4,126+335.2% |
| Admin fee / account holder | $11,805 | $5,951+98.4% | $13,215-10.7% | $5,651+108.9% |