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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 | $916,233 | $75,962+1106.2% | $154,108+494.5% | $64,173+1327.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.15% | 30.32%-24.2pp | 735.21%-729.1pp | 7.63%-1.5pp |
| Employer contribution / active EE | $28,951 | $3,350+764.2% | $5,298+446.5% | $2,381+1116.0% |
| Participant deferral / active EE | $15,672 | $3,175+393.6% | $5,081+208.5% | $3,470+351.7% |
| Admin fee / account holder | $252,908 | $5,589+4425.2% | $13,411+1785.8% | $4,887+5074.7% |