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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 | $1,115,174 | $84,233+1223.9% | $170,436+554.3% | $70,131+1490.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.40% | 23.06%-9.7pp | 205.94%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $34,319 | $3,387+913.3% | $5,433+531.7% | $2,342+1365.1% |
| Participant deferral / active EE | $13,454 | $3,086+336.0% | $4,939+172.4% | $3,332+303.8% |
| Admin fee / account holder | $7,081 | $5,698+24.3% | $13,880-49.0% | $4,645+52.4% |