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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 | $1,040,663 | $86,922+1097.2% | $102,438+915.9% | $80,874+1186.8% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 39.24% | 18.90%+20.3pp | 29.37%+9.9pp | 35.62%+3.6pp |
| Employer contribution / active EE | $35,965 | $2,369+1417.8% | $3,024+1089.4% | $2,756+1205.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $56,244 | $8,050+598.7% | $9,448+495.3% | $6,935+711.0% |