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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 | $931,169 | $100,262+828.7% | $81,370+1044.4% | $145,897+538.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 34.52%-17.2pp | 24.85%-7.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,276 | $2,979-57.2% | $2,464-48.2% | $4,663-72.6% |
| Participant deferral / active EE | $12,012 | $4,612+160.4% | $3,885+209.2% | $6,689+79.6% |
| Admin fee / account holder | $8,030 | $8,163-1.6% | $5,749+39.7% | $13,390-40.0% |