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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 | $1,244,726 | $84,236+1377.7% | $170,435+630.3% | $70,126+1675.0% |
| Participation rate | 89.2% | 70.8%+18.4pp | 83.6%+5.6pp | 69.5%+19.6pp |
| Annual return | 19.62% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $26,550 | $3,387+683.9% | $5,432+388.7% | $2,343+1033.4% |
| Participant deferral / active EE | $17,099 | $3,086+454.1% | $4,939+246.2% | $3,332+413.2% |
| Admin fee / account holder | $1,369 | $5,698-76.0% | $13,881-90.1% | $4,645-70.5% |