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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 | $1,942,301 | $75,541+2471.2% | $152,093+1177.0% | $82,637+2250.4% |
| Participation rate | 85.3% | 66.5%+18.8pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 17.49% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $35,929 | $2,622+1270.1% | $4,175+760.6% | $2,552+1307.8% |
| Participant deferral / active EE | $22,382 | $3,206+598.2% | $5,451+310.6% | $4,126+442.5% |
| Admin fee / account holder | $19,878 | $6,405+210.4% | $14,497+37.1% | $7,339+170.9% |