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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 | $1,173,994 | $106,749+999.8% | $145,433+707.2% | $82,448+1323.9% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 18.06% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $15,971 | $3,444+363.7% | $4,554+250.7% | $2,551+526.1% |
| Participant deferral / active EE | $12,373 | $6,519+89.8% | $7,897+56.7% | $4,139+198.9% |
| Admin fee / account holder | $36,212 | $8,390+331.6% | $13,129+175.8% | $7,234+400.6% |