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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 | $969,571 | $85,171+1038.4% | $172,752+461.3% | $72,975+1228.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.19% | 27.32%-4.1pp | 802.97%-779.8pp | 81.01%-57.8pp |
| Employer contribution / active EE | $44,278 | $3,324+1232.1% | $5,144+760.7% | $2,440+1714.6% |
| Participant deferral / active EE | $7,792 | $3,260+139.0% | $5,198+49.9% | $3,608+116.0% |
| Admin fee / account holder | $7,238 | $5,880+23.1% | $13,955-48.1% | $5,124+41.3% |