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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 | $1,973,822 | $75,541+2512.9% | $152,093+1197.8% | $82,637+2288.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.23% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $48,753 | $2,622+1759.1% | $4,175+1067.8% | $2,552+1810.3% |
| Participant deferral / active EE | $28,797 | $3,206+798.3% | $5,451+428.3% | $4,126+597.9% |
| Admin fee / account holder | $398,395 | $6,405+6120.4% | $14,497+2648.2% | $7,339+5328.6% |