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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 | $1,015,236 | $81,331+1148.3% | $155,534+552.7% | $80,935+1154.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.81% | 33.37%-20.6pp | 64.92%-52.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $33,118 | $3,105+966.7% | $4,675+608.4% | $2,757+1101.4% |
| Participant deferral / active EE | $19,648 | $3,454+468.8% | $5,630+249.0% | $4,299+357.0% |
| Admin fee / account holder | $31,907 | $7,999+298.9% | $15,900+100.7% | $6,924+360.8% |