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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 | $1,665,392 | $99,345+1576.4% | $84,753+1865.0% | $273,972+507.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $23,188 | $4,214+450.3% | $3,574+548.7% | $4,869+376.3% |
| Participant deferral / active EE | $24,000 | $4,270+462.1% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $2,435 | $6,645-63.4% | $5,333-54.3% | $10,133-76.0% |