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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 | $81,276+1053.9% | $155,574+502.8% | $80,925+1058.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.08% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $49,338 | $3,103+1490.0% | $4,676+955.2% | $2,756+1690.0% |
| Participant deferral / active EE | $19,587 | $3,453+467.3% | $5,629+247.9% | $4,299+355.7% |
| Admin fee / account holder | $10,703 | $7,993+33.9% | $15,914-32.7% | $6,940+54.2% |