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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 | $1,452,464 | $76,407+1801.0% | $150,298+866.4% | $82,448+1661.7% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 16.24% | 39.99%-23.8pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $41,825 | $2,614+1500.0% | $4,154+906.8% | $2,551+1539.6% |
| Participant deferral / active EE | $25,794 | $3,214+702.5% | $5,453+373.1% | $4,139+523.2% |
| Admin fee / account holder | $168,725 | $6,352+2556.3% | $14,116+1095.3% | $7,234+2232.3% |