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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 | $957,742 | $106,749+797.2% | $145,433+558.5% | $82,448+1061.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.21% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $10,341 | $3,444+200.2% | $4,554+127.1% | $2,551+305.4% |
| Participant deferral / active EE | $8,899 | $6,519+36.5% | $7,897+12.7% | $4,139+115.0% |
| Admin fee / account holder | $114,837 | $8,390+1268.7% | $13,129+774.7% | $7,234+1487.4% |