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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 | $1,168,227 | $81,276+1337.4% | $155,574+650.9% | $80,925+1343.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.93% | 33.36%-14.4pp | 64.87%-45.9pp | 35.65%-16.7pp |
| Employer contribution / active EE | $43,921 | $3,103+1315.4% | $4,676+839.3% | $2,756+1493.5% |
| Participant deferral / active EE | $23,972 | $3,453+594.3% | $5,629+325.8% | $4,299+457.7% |
| Admin fee / account holder | $154,889 | $7,993+1837.7% | $15,914+873.3% | $6,940+2131.8% |