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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 | $861,140 | $85,060+912.4% | $70,548+1120.6% | $139,456+517.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.35% | 30.38%-13.0pp | 32.78%-15.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,380 | $3,911-64.7% | $2,975-53.6% | $4,753-71.0% |
| Participant deferral / active EE | $12,000 | $5,890+103.7% | $4,567+162.7% | $6,711+78.8% |
| Admin fee / account holder | $8,430 | $8,925-5.6% | $6,424+31.2% | $11,407-26.1% |