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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 | $1,308,888 | $87,166+1401.6% | $76,735+1605.7% | $137,256+853.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 24.52% | 26.50%-2.0pp | 29.77%-5.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $35,978 | $2,904+1138.8% | $2,454+1366.0% | $4,156+765.7% |
| Participant deferral / active EE | $23,406 | $4,726+395.2% | $4,088+472.6% | $6,407+265.3% |
| Admin fee / account holder | $15,252 | $8,403+81.5% | $7,189+112.1% | $12,270+24.3% |