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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 | $920,998 | $81,233+1033.8% | $155,567+492.0% | $80,874+1038.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.07% | 33.33%-15.3pp | 64.74%-46.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $30,198 | $3,101+873.9% | $4,674+546.1% | $2,756+995.9% |
| Participant deferral / active EE | $21,475 | $3,452+522.1% | $5,628+281.6% | $4,297+399.8% |
| Admin fee / account holder | $57,057 | $7,998+613.4% | $15,916+258.5% | $6,935+722.7% |