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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 | $1,491,759 | $87,166+1611.4% | $76,735+1844.0% | $137,256+986.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.15% | 26.50%-10.4pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $10,000 | $2,904+244.3% | $2,454+307.5% | $4,156+140.6% |
| Participant deferral / active EE | $15,133 | $4,726+220.2% | $4,088+270.2% | $6,407+136.2% |
| Admin fee / account holder | $8,860 | $8,403+5.4% | $7,189+23.2% | $12,270-27.8% |