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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 | $872,327 | $77,920+1019.5% | $149,723+482.6% | $75,177+1060.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.12% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.6pp |
| Employer contribution / active EE | $39,460 | $3,138+1157.4% | $4,821+718.4% | $2,671+1377.3% |
| Participant deferral / active EE | $23,274 | $3,411+582.2% | $5,682+309.6% | $4,126+464.0% |
| Admin fee / account holder | $18,445 | $5,951+210.0% | $13,215+39.6% | $5,651+226.4% |