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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 | $1,069,391 | $81,233+1216.4% | $155,567+587.4% | $80,874+1222.3% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 21.77% | 33.33%-11.6pp | 64.74%-43.0pp | 35.62%-13.8pp |
| Employer contribution / active EE | $36,921 | $3,101+1090.7% | $4,674+689.9% | $2,756+1239.8% |
| Participant deferral / active EE | $19,096 | $3,452+453.2% | $5,628+239.3% | $4,297+344.4% |
| Admin fee / account holder | $179,498 | $7,998+2144.4% | $15,916+1027.7% | $6,935+2488.2% |