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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 | $1,229,865 | $81,233+1414.0% | $155,567+690.6% | $80,874+1420.7% |
| Participation rate | 83.8% | 66.2%+17.5pp | 78.2%+5.6pp | 67.6%+16.1pp |
| Annual return | 14.59% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $38,108 | $3,101+1129.0% | $4,674+715.3% | $2,756+1282.9% |
| Participant deferral / active EE | $14,324 | $3,452+314.9% | $5,628+154.5% | $4,297+233.4% |
| Admin fee / account holder | $93,973 | $7,998+1075.0% | $15,916+490.4% | $6,935+1255.0% |