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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 | $1,211,759 | $91,198+1228.7% | $178,503+578.8% | $79,856+1417.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.01% | 24.20%+0.8pp | 151.12%-126.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $40,701 | $3,257+1149.8% | $5,011+712.2% | $2,471+1547.0% |
| Participant deferral / active EE | $20,896 | $3,237+545.6% | $5,202+301.7% | $3,741+458.6% |
| Admin fee / account holder | $101,510 | $6,748+1404.3% | $13,987+625.7% | $5,306+1813.0% |