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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 | $950,944 | $84,236+1028.9% | $170,435+458.0% | $70,126+1256.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.81% | 23.06%-7.3pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $34,381 | $3,387+915.0% | $5,432+532.9% | $2,343+1367.7% |
| Participant deferral / active EE | $20,551 | $3,086+566.0% | $4,939+316.0% | $3,332+516.8% |
| Admin fee / account holder | $16,421 | $5,698+188.2% | $13,881+18.3% | $4,645+253.5% |