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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 | $55,902+1941.0% | $76,030+1400.7% | $80,959+1309.3% |
| Participation rate | 80.9% | 62.1%+18.8pp | 69.1%+11.8pp | 67.7%+13.2pp |
| Annual return | 17.11% | 20.59%-3.5pp | 361.54%-344.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $26,024 | $1,867+1294.1% | $2,688+868.3% | $2,757+843.9% |
| Participant deferral / active EE | $16,234 | $3,051+432.1% | $4,257+281.3% | $4,300+277.5% |
| Admin fee / account holder | $24,363 | $5,239+365.0% | $6,421+279.4% | $6,925+251.8% |