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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 | $917,549 | $81,262+1029.1% | $155,602+489.7% | $80,911+1034.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.93% | 33.34%-14.4pp | 64.81%-45.9pp | 35.63%-16.7pp |
| Employer contribution / active EE | $45,095 | $3,102+1353.8% | $4,675+864.6% | $2,756+1536.4% |
| Participant deferral / active EE | $13,010 | $3,451+276.9% | $5,629+131.1% | $4,297+202.8% |
| Admin fee / account holder | $96,089 | $7,992+1102.3% | $15,923+503.4% | $6,935+1285.6% |