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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 | $901,658 | $138,366+551.6% | $184,185+389.5% | $80,911+1014.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 30.40% | 20.02%+10.4pp | 28.81%+1.6pp | 35.63%-5.2pp |
| Employer contribution / active EE | $43,746 | $4,849+802.2% | $6,426+580.8% | $2,756+1487.4% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $43,285 | $10,484+312.9% | $13,909+211.2% | $6,935+524.2% |