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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 | $937,827 | $81,358+1052.7% | $155,556+502.9% | $80,959+1058.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.08% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $49,338 | $3,106+1488.3% | $4,675+955.3% | $2,757+1689.5% |
| Participant deferral / active EE | $19,587 | $3,455+466.9% | $5,631+247.9% | $4,300+355.5% |
| Admin fee / account holder | $10,703 | $7,994+33.9% | $15,885-32.6% | $6,925+54.5% |