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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 | $1,208,876 | $76,407+1482.1% | $150,298+704.3% | $82,448+1366.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.71% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $26,275 | $2,614+905.1% | $4,154+532.5% | $2,551+930.0% |
| Participant deferral / active EE | $23,414 | $3,214+628.4% | $5,453+329.4% | $4,139+465.6% |
| Admin fee / account holder | $19,420 | $6,352+205.7% | $14,116+37.6% | $7,234+168.4% |