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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 | $81,358+1825.3% | $155,556+906.9% | $80,959+1834.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.89% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $40,922 | $3,106+1217.4% | $4,675+775.3% | $2,757+1384.2% |
| Participant deferral / active EE | $23,808 | $3,455+589.0% | $5,631+322.8% | $4,300+453.6% |
| Admin fee / account holder | $38,789 | $7,994+385.2% | $15,885+144.2% | $6,925+460.1% |