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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 | $838,614 | $81,358+930.8% | $155,556+439.1% | $80,959+935.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.47% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $40,888 | $3,106+1216.3% | $4,675+774.5% | $2,757+1383.0% |
| Participant deferral / active EE | $9,384 | $3,455+171.6% | $5,631+66.7% | $4,300+118.2% |
| Admin fee / account holder | $104,493 | $7,994+1207.2% | $15,885+557.8% | $6,925+1408.8% |