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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 | $81,331+1075.0% | $155,534+514.4% | $80,935+1080.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $38,392 | $3,105+1136.6% | $4,675+721.3% | $2,757+1292.7% |
| Participant deferral / active EE | $22,935 | $3,454+564.0% | $5,630+307.4% | $4,299+433.4% |
| Admin fee / account holder | $96,322 | $7,999+1104.2% | $15,900+505.8% | $6,924+1291.1% |