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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 | $2,411,634 | $81,233+2868.8% | $155,567+1450.2% | $80,874+2882.0% |
| Participation rate | 97.9% | 66.2%+31.6pp | 78.2%+19.7pp | 67.6%+30.2pp |
| Annual return | 35.83% | 33.33%+2.5pp | 64.74%-28.9pp | 35.62%+0.2pp |
| Employer contribution / active EE | $35,353 | $3,101+1040.1% | $4,674+656.4% | $2,756+1182.9% |
| Participant deferral / active EE | $21,096 | $3,452+511.1% | $5,628+274.9% | $4,297+391.0% |
| Admin fee / account holder | $106,945 | $7,998+1237.2% | $15,916+571.9% | $6,935+1442.0% |