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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 | $1,039,271 | $106,749+873.6% | $145,433+614.6% | $82,448+1160.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.67% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $22,615 | $3,444+556.6% | $4,554+396.6% | $2,551+786.6% |
| Participant deferral / active EE | $21,247 | $6,519+226.0% | $7,897+169.0% | $4,139+413.3% |
| Admin fee / account holder | $28,674 | $8,390+241.8% | $13,129+118.4% | $7,234+296.4% |