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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 | $955,672 | $81,358+1074.6% | $155,556+514.4% | $80,959+1080.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $38,392 | $3,106+1135.9% | $4,675+721.1% | $2,757+1292.5% |
| Participant deferral / active EE | $22,935 | $3,455+563.8% | $5,631+307.3% | $4,300+433.3% |
| Admin fee / account holder | $96,322 | $7,994+1105.0% | $15,885+506.4% | $6,925+1290.9% |