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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 | $1,442,543 | $77,908+1751.6% | $149,696+863.6% | $75,173+1819.0% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 20.21% | 31.73%-11.5pp | 134.46%-114.2pp | 160.72%-140.5pp |
| Employer contribution / active EE | $38,041 | $3,138+1112.4% | $4,821+689.1% | $2,671+1324.2% |
| Participant deferral / active EE | $24,530 | $3,411+619.1% | $5,682+331.7% | $4,126+494.5% |
| Admin fee / account holder | $35,793 | $5,950+501.6% | $13,212+170.9% | $5,651+533.4% |