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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 | $1,133,860 | $76,407+1384.0% | $150,298+654.4% | $82,448+1275.2% |
| Participation rate | 95.1% | 66.4%+28.7pp | 77.8%+17.3pp | 68.1%+27.0pp |
| Annual return | 16.02% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $30,214 | $2,614+1055.8% | $4,154+627.3% | $2,551+1084.4% |
| Participant deferral / active EE | $4,602 | $3,214+43.2% | $5,453-15.6% | $4,139+11.2% |
| Admin fee / account holder | $9,817 | $6,352+54.6% | $14,116-30.5% | $7,234+35.7% |