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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 | $1,024,097 | $124,980+719.4% | $108,359+845.1% | $154,746+561.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.37% | 45.00%-29.6pp | 36.89%-21.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $46,500 | $2,851+1531.2% | $2,399+1837.9% | $4,379+961.9% |
| Participant deferral / active EE | $31,000 | $4,743+553.6% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $2,808 | $11,502-75.6% | $9,741-71.2% | $14,365-80.5% |