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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 | $818,309 | $77,638+954.0% | $156,551+422.7% | $62,881+1201.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.81% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $32,083 | $3,444+831.6% | $5,501+483.2% | $2,281+1306.6% |
| Participant deferral / active EE | $18,660 | $3,046+512.7% | $4,871+283.1% | $3,203+482.6% |
| Admin fee / account holder | $125,161 | $5,561+2150.5% | $13,028+860.7% | $4,296+2813.6% |