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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 | $81,276+1136.4% | $155,574+545.9% | $80,925+1141.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.11% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $48,022 | $3,103+1447.6% | $4,676+927.0% | $2,756+1642.3% |
| Participant deferral / active EE | $28,728 | $3,453+732.0% | $5,629+410.3% | $4,299+568.3% |
| Admin fee / account holder | $106,226 | $7,993+1228.9% | $15,914+567.5% | $6,940+1430.6% |