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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 | $1,169,638 | $81,262+1339.3% | $155,602+651.7% | $80,911+1345.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 46.12% | 33.34%+12.8pp | 64.81%-18.7pp | 35.63%+10.5pp |
| Employer contribution / active EE | $39,476 | $3,102+1172.6% | $4,675+744.4% | $2,756+1332.5% |
| Participant deferral / active EE | $19,415 | $3,451+462.5% | $5,629+244.9% | $4,297+351.8% |
| Admin fee / account holder | $108,693 | $7,992+1260.0% | $15,923+582.6% | $6,935+1467.4% |