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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 | $55,930+1940.0% | $76,089+1399.5% | $80,925+1309.9% |
| Participation rate | 80.9% | 62.1%+18.8pp | 69.1%+11.8pp | 67.7%+13.2pp |
| Annual return | 17.11% | 20.58%-3.5pp | 360.94%-343.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $26,024 | $1,866+1294.5% | $2,690+867.5% | $2,756+844.2% |
| Participant deferral / active EE | $16,234 | $3,051+432.2% | $4,259+281.1% | $4,299+277.7% |
| Admin fee / account holder | $24,363 | $5,241+364.9% | $6,418+279.6% | $6,940+251.0% |