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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 | $845,775 | $67,823+1147.0% | $52,425+1513.3% | $137,256+516.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.64% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $77,441 | $1,163+6559.0% | $914+8370.9% | $4,156+1763.3% |
| Participant deferral / active EE | $23,500 | $2,288+927.1% | $1,790+1212.5% | $6,407+266.8% |
| Admin fee / account holder | $5,710 | $2,844+100.8% | $2,495+128.9% | $12,270-53.5% |