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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 | $1,566,365 | $81,233+1828.2% | $155,567+906.9% | $80,874+1836.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.89% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $40,922 | $3,101+1219.7% | $4,674+775.5% | $2,756+1385.0% |
| Participant deferral / active EE | $23,808 | $3,452+589.6% | $5,628+323.0% | $4,297+454.1% |
| Admin fee / account holder | $38,789 | $7,998+385.0% | $15,916+143.7% | $6,935+459.3% |