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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 | $958,008 | $81,358+1077.5% | $155,556+515.9% | $80,959+1083.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.69% | 33.39%-15.7pp | 64.84%-47.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $34,333 | $3,106+1005.2% | $4,675+634.3% | $2,757+1145.2% |
| Participant deferral / active EE | $18,119 | $3,455+424.4% | $5,631+221.8% | $4,300+321.3% |
| Admin fee / account holder | $234,214 | $7,994+2830.0% | $15,885+1374.4% | $6,925+3282.0% |