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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 | $903,647 | $85,171+961.0% | $172,752+423.1% | $72,975+1138.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.24% | 27.32%-3.1pp | 802.97%-778.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $37,192 | $3,324+1018.9% | $5,144+623.0% | $2,440+1424.2% |
| Participant deferral / active EE | $19,910 | $3,260+510.7% | $5,198+283.1% | $3,608+451.9% |
| Admin fee / account holder | $16,826 | $5,880+186.1% | $13,955+20.6% | $5,124+228.4% |