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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 | $81,276+1078.7% | $155,574+515.8% | $80,925+1083.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.69% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $34,333 | $3,103+1006.4% | $4,676+634.3% | $2,756+1145.6% |
| Participant deferral / active EE | $18,119 | $3,453+424.8% | $5,629+221.9% | $4,299+321.5% |
| Admin fee / account holder | $234,214 | $7,993+2830.1% | $15,914+1371.7% | $6,940+3274.8% |