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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 | $1,393,218 | $108,285+1186.6% | $77,552+1696.5% | $158,982+776.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.38% | 31.69%-17.3pp | 54.82%-40.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $14,000 | $1,325+956.6% | $987+1319.0% | $4,763+193.9% |
| Participant deferral / active EE | $23,833 | $2,455+870.7% | $1,861+1180.7% | $5,983+298.3% |
| Admin fee / account holder | $9,599 | $3,709+158.8% | $2,859+235.7% | $11,252-14.7% |