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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 | $1,534,389 | $161,352+851.0% | $134,172+1043.6% | $137,256+1017.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.62% | 28.72%-8.1pp | 25.30%-4.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $6,000 | $4,099+46.4% | $3,420+75.4% | $4,156+44.4% |
| Participant deferral / active EE | $32,875 | $5,552+492.1% | $4,690+600.9% | $6,407+413.1% |
| Admin fee / account holder | $9,260 | $15,028-38.4% | $12,016-22.9% | $12,270-24.5% |