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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 | $977,612 | $111,814+774.3% | $103,378+845.7% | $145,978+569.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.64% | 24.80%-7.2pp | 24.91%-7.3pp | 550.52%-532.9pp |
| Employer contribution / active EE | $48,332 | $4,215+1046.6% | $3,870+1148.8% | $4,662+936.8% |
| Participant deferral / active EE | $28,168 | $5,618+401.4% | $5,058+456.9% | $6,690+321.1% |
| Admin fee / account holder | $4,515 | $9,764-53.8% | $8,401-46.3% | $13,400-66.3% |