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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 | $1,563,984 | $98,240+1492.0% | $82,313+1800.0% | $147,585+959.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.03% | 30.85%-15.8pp | 25.88%-10.8pp | 578.57%-563.5pp |
| Employer contribution / active EE | $20,314 | $3,192+536.5% | $2,428+736.6% | $4,876+316.6% |
| Participant deferral / active EE | $73,053 | $4,383+1566.7% | $3,706+1871.2% | $5,439+1243.2% |
| Admin fee / account holder | $8,540 | $8,563-0.3% | $5,608+52.3% | $10,885-21.5% |