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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 | $1,004,858 | $81,358+1135.1% | $155,556+546.0% | $80,959+1141.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.11% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $48,022 | $3,106+1445.9% | $4,675+927.1% | $2,757+1641.7% |
| Participant deferral / active EE | $28,728 | $3,455+731.4% | $5,631+410.2% | $4,300+568.0% |
| Admin fee / account holder | $106,226 | $7,994+1228.9% | $15,885+568.7% | $6,925+1433.9% |