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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 | $1,463,321 | $81,276+1700.4% | $155,574+840.6% | $80,925+1708.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 24.77% | 33.36%-8.6pp | 64.87%-40.1pp | 35.65%-10.9pp |
| Employer contribution / active EE | $56,411 | $3,103+1717.9% | $4,676+1106.5% | $2,756+1946.6% |
| Participant deferral / active EE | $3,784 | $3,453+9.6% | $5,629-32.8% | $4,299-12.0% |
| Admin fee / account holder | $5,518 | $7,993-31.0% | $15,914-65.3% | $6,940-20.5% |