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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 | $946,121 | $76,551+1135.9% | $123,894+663.7% | $62,881+1404.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.01% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $18,203 | $2,882+531.5% | $4,617+294.3% | $2,281+698.1% |
| Participant deferral / active EE | $8,596 | $4,840+77.6% | $5,984+43.6% | $3,203+168.4% |
| Admin fee / account holder | $40,901 | $4,826+747.5% | $8,357+389.4% | $4,296+852.1% |