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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 | $850,250 | $62,549+1259.3% | $85,705+892.1% | $85,851+890.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 16.15% | 23.77%-7.6pp | 21.49%-5.3pp | 318.63%-302.5pp |
| Employer contribution / active EE | $25,886 | $1,755+1374.6% | $2,619+888.5% | $2,565+909.0% |
| Participant deferral / active EE | $8,569 | $2,802+205.8% | $3,924+118.4% | $3,952+116.8% |
| Admin fee / account holder | $132,597 | $4,644+2755.5% | $6,877+1828.2% | $6,261+2017.8% |