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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 | $1,020,980 | $76,407+1236.2% | $150,298+579.3% | $82,448+1138.3% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $32,902 | $2,614+1158.7% | $4,154+692.0% | $2,551+1189.8% |
| Participant deferral / active EE | $16,018 | $3,214+398.3% | $5,453+193.8% | $4,139+287.0% |
| Admin fee / account holder | $298,819 | $6,352+4604.3% | $14,116+2016.9% | $7,234+4030.6% |