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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 | $1,017,091 | $81,358+1150.1% | $155,556+553.8% | $80,959+1156.3% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 15.42% | 33.39%-18.0pp | 64.84%-49.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $47,302 | $3,106+1422.7% | $4,675+911.7% | $2,757+1615.6% |
| Participant deferral / active EE | $1,887 | $3,455-45.4% | $5,631-66.5% | $4,300-56.1% |
| Admin fee / account holder | $86,159 | $7,994+977.8% | $15,885+442.4% | $6,925+1144.1% |