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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 | $1,358,067 | $81,276+1570.9% | $155,574+772.9% | $80,925+1578.2% |
| Participation rate | 95.6% | 66.2%+29.3pp | 78.2%+17.3pp | 67.7%+27.9pp |
| Annual return | 17.41% | 33.36%-15.9pp | 64.87%-47.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $42,395 | $3,103+1266.3% | $4,676+806.7% | $2,756+1438.2% |
| Participant deferral / active EE | $24,371 | $3,453+605.8% | $5,629+332.9% | $4,299+467.0% |
| Admin fee / account holder | $95,297 | $7,993+1092.2% | $15,914+498.8% | $6,940+1273.1% |