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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 | $76,407+2483.3% | $150,298+1213.3% | $82,448+2294.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.23% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $48,753 | $2,614+1765.0% | $4,154+1073.6% | $2,551+1811.2% |
| Participant deferral / active EE | $28,797 | $3,214+795.9% | $5,453+428.1% | $4,139+595.7% |
| Admin fee / account holder | $398,395 | $6,352+6172.0% | $14,116+2722.3% | $7,234+5407.0% |