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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 | $940,759 | $77,908+1107.5% | $149,696+528.4% | $75,173+1151.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.65% | 31.73%-13.1pp | 134.46%-115.8pp | 160.72%-142.1pp |
| Employer contribution / active EE | $22,205 | $3,138+607.7% | $4,821+360.6% | $2,671+731.4% |
| Participant deferral / active EE | $13,456 | $3,411+294.5% | $5,682+136.8% | $4,126+226.1% |
| Admin fee / account holder | $95,494 | $5,950+1505.0% | $13,212+622.8% | $5,651+1590.0% |