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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 | $1,541,094 | $76,407+1916.9% | $150,298+925.4% | $82,448+1769.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.79% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $58,604 | $2,614+2141.9% | $4,154+1310.8% | $2,551+2197.4% |
| Participant deferral / active EE | $3,660 | $3,214+13.9% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $30,494 | $6,352+380.1% | $14,116+116.0% | $7,234+321.5% |