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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 | $81,331+1135.5% | $155,534+546.1% | $80,935+1141.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.11% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $48,022 | $3,105+1446.7% | $4,675+927.3% | $2,757+1642.0% |
| Participant deferral / active EE | $28,728 | $3,454+731.7% | $5,630+410.2% | $4,299+568.2% |
| Admin fee / account holder | $106,226 | $7,999+1228.0% | $15,900+568.1% | $6,924+1434.1% |