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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 | $1,395,999 | $138,366+908.9% | $184,185+657.9% | $80,911+1625.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.29% | 20.02%-0.7pp | 28.81%-9.5pp | 35.63%-16.3pp |
| Employer contribution / active EE | $34,628 | $4,849+614.2% | $6,426+438.9% | $2,756+1156.5% |
| Participant deferral / active EE | $22,132 | $7,074+212.9% | $9,132+142.4% | $4,297+415.0% |
| Admin fee / account holder | $11,239 | $10,484+7.2% | $13,909-19.2% | $6,935+62.1% |