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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 | $81,331+1412.2% | $155,534+690.7% | $80,935+1419.6% |
| Participation rate | 83.8% | 66.3%+17.5pp | 78.2%+5.6pp | 67.7%+16.1pp |
| Annual return | 14.59% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $38,108 | $3,105+1127.4% | $4,675+715.2% | $2,757+1282.4% |
| Participant deferral / active EE | $14,324 | $3,454+314.7% | $5,630+154.4% | $4,299+233.2% |
| Admin fee / account holder | $93,973 | $7,999+1074.8% | $15,900+491.0% | $6,924+1257.1% |