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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 | $86,949+1096.9% | $102,460+915.7% | $80,959+1185.4% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | 39.24% | 18.89%+20.3pp | 29.47%+9.8pp | 35.67%+3.6pp |
| Employer contribution / active EE | $35,965 | $2,370+1417.7% | $3,025+1088.9% | $2,757+1204.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $56,244 | $8,048+598.9% | $9,460+494.5% | $6,925+712.1% |