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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 | $933,878 | $84,236+1008.6% | $170,435+447.9% | $70,126+1231.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.49% | 23.06%-10.6pp | 205.94%-193.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $32,247 | $3,387+852.0% | $5,432+493.6% | $2,343+1276.6% |
| Participant deferral / active EE | $16,506 | $3,086+434.9% | $4,939+234.2% | $3,332+395.4% |
| Admin fee / account holder | $137,720 | $5,698+2316.9% | $13,881+892.2% | $4,645+2864.6% |