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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 | $1,248,671 | $81,358+1434.8% | $155,556+702.7% | $80,959+1442.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.55% | 33.39%-11.8pp | 64.84%-43.3pp | 35.67%-14.1pp |
| Employer contribution / active EE | $45,942 | $3,106+1379.0% | $4,675+882.6% | $2,757+1566.3% |
| Participant deferral / active EE | $13,150 | $3,455+280.6% | $5,631+133.5% | $4,300+205.8% |
| Admin fee / account holder | $42,311 | $7,994+429.3% | $15,885+166.4% | $6,925+511.0% |