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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 | $81,276+1151.4% | $155,574+553.8% | $80,925+1156.8% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 15.42% | 33.36%-17.9pp | 64.87%-49.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $47,302 | $3,103+1424.4% | $4,676+911.6% | $2,756+1616.2% |
| Participant deferral / active EE | $1,887 | $3,453-45.4% | $5,629-66.5% | $4,299-56.1% |
| Admin fee / account holder | $86,159 | $7,993+977.9% | $15,914+441.4% | $6,940+1141.5% |