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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 | $1,169,117 | $76,407+1430.1% | $150,298+677.9% | $82,448+1318.0% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 13.45% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $26,884 | $2,614+928.4% | $4,154+547.2% | $2,551+953.9% |
| Participant deferral / active EE | $26,183 | $3,214+714.6% | $5,453+380.2% | $4,139+532.6% |
| Admin fee / account holder | $166,586 | $6,352+2522.6% | $14,116+1080.1% | $7,234+2202.7% |