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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 | $907,600 | $123,155+637.0% | $108,753+734.5% | $155,188+484.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.18% | 44.73%-25.6pp | 37.47%-18.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $10,318 | $2,811+267.0% | $2,427+325.2% | $4,248+142.9% |
| Participant deferral / active EE | $15,287 | $4,623+230.7% | $4,115+271.5% | $6,531+134.1% |
| Admin fee / account holder | $40,360 | $12,126+232.8% | $10,320+291.1% | $14,480+178.7% |