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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 | $1,331,398 | $81,276+1538.1% | $155,574+755.8% | $80,925+1545.2% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 13.87% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $41,640 | $3,103+1241.9% | $4,676+790.6% | $2,756+1410.8% |
| Participant deferral / active EE | $25,034 | $3,453+625.0% | $5,629+344.7% | $4,299+482.4% |
| Admin fee / account holder | $25,602 | $7,993+220.3% | $15,914+60.9% | $6,940+268.9% |