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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 | $975,002 | $77,638+1155.8% | $156,551+522.8% | $62,881+1450.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.05% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $27,188 | $3,444+689.5% | $5,501+394.2% | $2,281+1092.0% |
| Participant deferral / active EE | $18,688 | $3,046+513.6% | $4,871+283.6% | $3,203+483.5% |
| Admin fee / account holder | $89,462 | $5,561+1508.6% | $13,028+586.7% | $4,296+1982.6% |