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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 | $1,721,436 | $146,267+1076.9% | $197,124+773.3% | $82,448+1987.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.49% | 29.61%-16.1pp | 44.34%-30.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $44,450 | $4,723+841.1% | $6,227+613.8% | $2,551+1642.5% |
| Participant deferral / active EE | $20,619 | $7,035+193.1% | $9,135+125.7% | $4,139+398.1% |
| Admin fee / account holder | $21,991 | $14,422+52.5% | $16,298+34.9% | $7,234+204.0% |