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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 | $81,262+1436.6% | $155,602+702.5% | $80,911+1443.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.55% | 33.34%-11.8pp | 64.81%-43.3pp | 35.63%-14.1pp |
| Employer contribution / active EE | $45,942 | $3,102+1381.1% | $4,675+882.7% | $2,756+1567.1% |
| Participant deferral / active EE | $13,150 | $3,451+281.0% | $5,629+133.6% | $4,297+206.0% |
| Admin fee / account holder | $42,311 | $7,992+429.4% | $15,923+165.7% | $6,935+510.1% |