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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 | $1,483,963 | $69,444+2036.9% | $92,985+1495.9% | $87,485+1596.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 12.68% | 23.85%-11.2pp | 27.99%-15.3pp | 26.06%-13.4pp |
| Employer contribution / active EE | $30,539 | $1,917+1493.0% | $2,662+1047.1% | $2,596+1076.3% |
| Participant deferral / active EE | $15,553 | $3,364+362.3% | $4,377+255.4% | $4,274+263.9% |
| Admin fee / account holder | $225,213 | $6,137+3569.6% | $9,463+2279.9% | $7,775+2796.7% |