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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 | $786,202 | $81,262+867.5% | $155,602+405.3% | $80,911+871.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.01% | 33.34%-21.3pp | 64.81%-52.8pp | 35.63%-23.6pp |
| Employer contribution / active EE | $33,036 | $3,102+965.0% | $4,675+606.6% | $2,756+1098.8% |
| Participant deferral / active EE | $17,074 | $3,451+394.7% | $5,629+203.3% | $4,297+297.3% |
| Admin fee / account holder | $140,585 | $7,992+1659.1% | $15,923+782.9% | $6,935+1927.3% |