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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 | $846,155 | $85,171+893.5% | $172,752+389.8% | $72,975+1059.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.90% | 27.32%-5.4pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $30,548 | $3,324+819.0% | $5,144+493.8% | $2,440+1151.9% |
| Participant deferral / active EE | $17,651 | $3,260+441.5% | $5,198+239.6% | $3,608+389.3% |
| Admin fee / account holder | $12,761 | $5,880+117.0% | $13,955-8.6% | $5,124+149.0% |