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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 | $55,889+1941.5% | $76,119+1398.9% | $80,935+1309.7% |
| Participation rate | 80.9% | 62.1%+18.8pp | 69.1%+11.8pp | 67.7%+13.2pp |
| Annual return | 17.11% | 20.58%-3.5pp | 361.25%-344.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $26,024 | $1,866+1294.6% | $2,693+866.5% | $2,757+844.0% |
| Participant deferral / active EE | $16,234 | $3,051+432.0% | $4,259+281.1% | $4,299+277.6% |
| Admin fee / account holder | $24,363 | $5,241+364.8% | $6,421+279.4% | $6,924+251.8% |