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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 | $788,884 | $77,638+916.1% | $156,551+403.9% | $62,881+1154.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.54% | 50.33%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $34,716 | $3,444+908.1% | $5,501+531.1% | $2,281+1422.0% |
| Participant deferral / active EE | $19,208 | $3,046+530.7% | $4,871+294.3% | $3,203+499.7% |
| Admin fee / account holder | $769 | $5,561-86.2% | $13,028-94.1% | $4,296-82.1% |