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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 | $81,233+1137.0% | $155,567+545.9% | $80,874+1142.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.11% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $48,022 | $3,101+1448.7% | $4,674+927.4% | $2,756+1642.7% |
| Participant deferral / active EE | $28,728 | $3,452+732.2% | $5,628+410.5% | $4,297+568.6% |
| Admin fee / account holder | $106,226 | $7,998+1228.2% | $15,916+567.4% | $6,935+1431.7% |