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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 | $2,188,069 | $81,331+2590.3% | $155,534+1306.8% | $80,935+2603.5% |
| Participation rate | 92.3% | 66.3%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 17.93% | 33.37%-15.4pp | 64.92%-47.0pp | 35.66%-17.7pp |
| Employer contribution / active EE | $40,101 | $3,105+1191.6% | $4,675+757.8% | $2,757+1354.7% |
| Participant deferral / active EE | $24,147 | $3,454+599.1% | $5,630+328.9% | $4,299+461.6% |
| Admin fee / account holder | $51,578 | $7,999+544.8% | $15,900+224.4% | $6,924+644.9% |