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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 | $864,963 | $51,638+1575.1% | $129,406+568.4% | $80,959+968.4% |
| Participation rate | 97.4% | 56.9%+40.4pp | 69.6%+27.7pp | 67.7%+29.7pp |
| Annual return | 28.83% | 20.78%+8.0pp | 9468.18%-9439.4pp | 35.67%-6.8pp |
| Employer contribution / active EE | $44,499 | $1,584+2710.1% | $4,155+970.9% | $2,757+1513.9% |
| Participant deferral / active EE | $12,267 | $2,670+359.4% | $4,167+194.4% | $4,300+185.3% |
| Admin fee / account holder | $18,328 | $4,313+324.9% | $7,689+138.4% | $6,925+164.6% |