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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 | $81,233+1152.1% | $155,567+553.8% | $80,874+1157.6% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 15.42% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $47,302 | $3,101+1425.5% | $4,674+912.0% | $2,756+1616.6% |
| Participant deferral / active EE | $1,887 | $3,452-45.3% | $5,628-66.5% | $4,297-56.1% |
| Admin fee / account holder | $86,159 | $7,998+977.3% | $15,916+441.3% | $6,935+1142.3% |