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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 | $846,590 | $77,638+990.4% | $156,551+440.8% | $62,881+1246.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.79% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $33,253 | $3,444+865.6% | $5,501+504.5% | $2,281+1357.9% |
| Participant deferral / active EE | $19,470 | $3,046+539.3% | $4,871+299.7% | $3,203+507.9% |
| Admin fee / account holder | $1,144 | $5,561-79.4% | $13,028-91.2% | $4,296-73.4% |