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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 | $81,331+1028.2% | $155,534+489.9% | $80,935+1033.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.93% | 33.37%-14.4pp | 64.92%-46.0pp | 35.66%-16.7pp |
| Employer contribution / active EE | $45,095 | $3,105+1352.5% | $4,675+864.7% | $2,757+1535.9% |
| Participant deferral / active EE | $13,010 | $3,454+276.6% | $5,630+131.1% | $4,299+202.6% |
| Admin fee / account holder | $96,089 | $7,999+1101.2% | $15,900+504.3% | $6,924+1287.7% |