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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 | $666,185 | $51,207+1201.0% | $70,565+844.1% | $75,177+786.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 19.86% | 30.05%-10.2pp | 32.79%-12.9pp | 160.75%-140.9pp |
| Employer contribution / active EE | $27,906 | $1,826+1427.8% | $2,976+837.8% | $2,671+944.7% |
| Participant deferral / active EE | $8,943 | $2,850+213.8% | $4,568+95.8% | $4,126+116.7% |
| Admin fee / account holder | $18,844 | $4,097+359.9% | $6,430+193.1% | $5,651+233.4% |