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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 | $81,358+1027.8% | $155,556+489.9% | $80,959+1033.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.93% | 33.39%-14.5pp | 64.84%-45.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $45,095 | $3,106+1351.7% | $4,675+864.5% | $2,757+1535.6% |
| Participant deferral / active EE | $13,010 | $3,455+276.5% | $5,631+131.0% | $4,300+202.5% |
| Admin fee / account holder | $96,089 | $7,994+1102.1% | $15,885+504.9% | $6,925+1287.5% |