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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 | $81,276+1075.8% | $155,574+514.3% | $80,925+1080.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $38,392 | $3,103+1137.3% | $4,676+721.1% | $2,756+1292.9% |
| Participant deferral / active EE | $22,935 | $3,453+564.2% | $5,629+307.4% | $4,299+433.6% |
| Admin fee / account holder | $96,322 | $7,993+1105.0% | $15,914+505.3% | $6,940+1287.9% |