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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 | $1,088,661 | $81,276+1239.5% | $155,574+599.8% | $80,925+1245.3% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.7%+23.3pp |
| Annual return | 19.85% | 33.36%-13.5pp | 64.87%-45.0pp | 35.65%-15.8pp |
| Employer contribution / active EE | $24,442 | $3,103+687.7% | $4,676+422.7% | $2,756+786.8% |
| Participant deferral / active EE | $23,268 | $3,453+573.9% | $5,629+313.3% | $4,299+441.3% |
| Admin fee / account holder | $4,286 | $7,993-46.4% | $15,914-73.1% | $6,940-38.3% |