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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 | $1,282,226 | $88,360+1351.1% | $145,433+781.7% | $67,986+1786.0% |
| Participation rate | 99.1% | 65.5%+33.6pp | 82.1%+16.9pp | 57.2%+41.9pp |
| Annual return | 16.74% | 63.15%-46.4pp | 66.58%-49.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $12,329 | $3,054+303.7% | $4,554+170.7% | $2,019+510.7% |
| Participant deferral / active EE | $26,018 | $5,932+338.6% | $7,897+229.4% | $3,358+674.8% |
| Admin fee / account holder | $29,576 | $3,313+792.7% | $13,129+125.3% | $3,203+823.3% |