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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 | $1,025,934 | $117,895+770.2% | $102,460+901.3% | $145,897+603.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.75% | 31.92%-8.2pp | 29.47%-5.7pp | 552.29%-528.5pp |
| Employer contribution / active EE | $17,138 | $3,619+373.6% | $3,025+466.5% | $4,663+267.6% |
| Participant deferral / active EE | $12,417 | $5,736+116.5% | $5,056+145.6% | $6,689+85.6% |
| Admin fee / account holder | $4,423 | $13,353-66.9% | $9,460-53.2% | $13,390-67.0% |