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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 | $81,331+2865.2% | $155,534+1450.5% | $80,935+2879.7% |
| Participation rate | 97.9% | 66.3%+31.6pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 35.83% | 33.37%+2.5pp | 64.92%-29.1pp | 35.66%+0.2pp |
| Employer contribution / active EE | $35,353 | $3,105+1038.7% | $4,675+656.3% | $2,757+1182.4% |
| Participant deferral / active EE | $21,096 | $3,454+510.7% | $5,630+274.7% | $4,299+390.7% |
| Admin fee / account holder | $106,945 | $7,999+1236.9% | $15,900+572.6% | $6,924+1444.5% |