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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 | $809,504 | $69,977+1056.8% | $108,582+645.5% | $62,881+1187.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.29% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $41,903 | $2,135+1862.8% | $3,758+1014.9% | $2,281+1737.1% |
| Participant deferral / active EE | $15,243 | $3,165+381.7% | $4,311+253.6% | $3,203+375.9% |
| Admin fee / account holder | $28,991 | $5,076+471.1% | $7,645+279.2% | $4,296+574.9% |