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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 | $824,757 | $63,819+1192.3% | $57,736+1328.5% | $139,466+491.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 12.28% | 27.50%-15.2pp | 43.59%-31.3pp | 373.66%-361.4pp |
| Employer contribution / active EE | $38,000 | $2,754+1279.6% | $2,452+1449.7% | $4,754+699.3% |
| Participant deferral / active EE | $28,000 | $5,353+423.0% | $4,672+499.3% | $6,712+317.2% |
| Admin fee / account holder | $7,710 | $1,300+493.2% | $1,502+413.2% | $11,409-32.4% |