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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 | $1,140,970 | $56,060+1935.3% | $76,002+1401.2% | $80,874+1310.8% |
| Participation rate | 80.9% | 62.0%+18.8pp | 69.1%+11.8pp | 67.6%+13.2pp |
| Annual return | 17.11% | 20.54%-3.4pp | 360.07%-343.0pp | 35.62%-18.5pp |
| Employer contribution / active EE | $26,024 | $1,873+1289.1% | $2,688+868.1% | $2,756+844.4% |
| Participant deferral / active EE | $16,234 | $3,051+432.0% | $4,257+281.4% | $4,297+277.8% |
| Admin fee / account holder | $24,363 | $5,237+365.2% | $6,414+279.9% | $6,935+251.3% |