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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 | $1,583,537 | $77,814+1935.0% | $158,223+900.8% | $86,983+1720.5% |
| Participation rate | 93.5% | 68.4%+25.1pp | 79.2%+14.3pp | 69.5%+24.0pp |
| Annual return | 29.46% | 30.54%-1.1pp | 52.09%-22.6pp | 25.83%+3.6pp |
| Employer contribution / active EE | $38,249 | $2,592+1375.6% | $4,109+830.9% | $2,584+1380.0% |
| Participant deferral / active EE | $22,986 | $3,270+603.0% | $5,467+320.4% | $4,194+448.1% |
| Admin fee / account holder | $468,324 | $5,879+7865.7% | $16,047+2818.4% | $7,856+5861.4% |