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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 | $1,301,041 | $153,311+748.6% | $109,313+1090.2% | $273,972+374.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.87% | 29.86%-21.0pp | 22.07%-13.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $22,558 | $5,619+301.4% | $3,892+479.6% | $4,869+363.3% |
| Participant deferral / active EE | $8,000 | $3,932+103.5% | $3,166+152.6% | $5,287+51.3% |
| Admin fee / account holder | $41,525 | $8,076+414.2% | $5,666+632.8% | $10,133+309.8% |