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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 | $1,732,576 | $45,343+3721.1% | $150,298+1052.8% | $67,986+2448.4% |
| Participation rate | 94.3% | 51.9%+42.5pp | 77.8%+16.6pp | 57.2%+37.1pp |
| Annual return | 17.20% | 33.28%-16.1pp | 62.79%-45.6pp | 31.67%-14.5pp |
| Employer contribution / active EE | $41,243 | $1,462+2721.2% | $4,154+892.8% | $2,019+1943.0% |
| Participant deferral / active EE | $25,203 | $2,055+1126.6% | $5,453+362.2% | $3,358+650.5% |
| Admin fee / account holder | $34,507 | $2,250+1433.8% | $14,116+144.5% | $3,203+977.3% |