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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 | $931,028 | $117,829+690.1% | $102,423+809.0% | $145,877+538.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.57% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $50,347 | $3,615+1292.9% | $3,023+1565.5% | $4,663+979.7% |
| Participant deferral / active EE | $5,078 | $5,732-11.4% | $5,054+0.5% | $6,691-24.1% |
| Admin fee / account holder | $222,214 | $13,335+1566.4% | $9,455+2250.3% | $13,402+1558.0% |