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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 | $910,265 | $77,905+1068.4% | $149,682+508.1% | $75,173+1110.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.61% | 31.72%-15.1pp | 134.35%-117.7pp | 160.65%-144.0pp |
| Employer contribution / active EE | $41,490 | $3,138+1222.3% | $4,818+761.1% | $2,670+1453.7% |
| Participant deferral / active EE | $26,814 | $3,411+686.1% | $5,681+372.0% | $4,126+549.9% |
| Admin fee / account holder | $2,006 | $5,957-66.3% | $13,210-84.8% | $5,651-64.5% |