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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 | $1,224,353 | $76,407+1502.4% | $150,298+714.6% | $82,448+1385.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.80% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $21,784 | $2,614+733.3% | $4,154+424.4% | $2,551+754.0% |
| Participant deferral / active EE | $15,157 | $3,214+371.6% | $5,453+178.0% | $4,139+266.2% |
| Admin fee / account holder | $27,040 | $6,352+325.7% | $14,116+91.6% | $7,234+273.8% |