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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 | $760,894 | $77,638+880.1% | $156,551+386.0% | $62,881+1110.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.62% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $45,511 | $3,444+1221.5% | $5,501+727.3% | $2,281+1895.3% |
| Participant deferral / active EE | $8,600 | $3,046+182.4% | $4,871+76.6% | $3,203+168.5% |
| Admin fee / account holder | $4,099 | $5,561-26.3% | $13,028-68.5% | $4,296-4.6% |