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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 | $1,143,156 | $75,541+1413.3% | $152,093+651.6% | $82,637+1283.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.48% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $51,655 | $2,622+1869.8% | $4,175+1137.3% | $2,552+1924.0% |
| Participant deferral / active EE | $11,959 | $3,206+273.1% | $5,451+119.4% | $4,126+189.8% |
| Admin fee / account holder | $26,985 | $6,405+321.3% | $14,497+86.1% | $7,339+267.7% |