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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 | $75,541+1401.0% | $152,093+645.5% | $82,637+1272.1% |
| Participation rate | 95.1% | 66.5%+28.5pp | 77.8%+17.3pp | 68.1%+27.0pp |
| Annual return | 16.02% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $30,214 | $2,622+1052.2% | $4,175+623.7% | $2,552+1083.9% |
| Participant deferral / active EE | $4,602 | $3,206+43.6% | $5,451-15.6% | $4,126+11.5% |
| Admin fee / account holder | $9,817 | $6,405+53.3% | $14,497-32.3% | $7,339+33.8% |