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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 | $997,916 | $84,236+1084.7% | $170,435+485.5% | $70,126+1323.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.61% | 23.06%-6.5pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $31,440 | $3,387+828.2% | $5,432+478.8% | $2,343+1242.2% |
| Participant deferral / active EE | $17,880 | $3,086+479.4% | $4,939+262.0% | $3,332+436.6% |
| Admin fee / account holder | $39,233 | $5,698+588.5% | $13,881+182.6% | $4,645+744.5% |