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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 | $1,854,473 | $201,259+821.4% | $184,200+906.8% | $145,959+1170.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.85% | 28.98%-10.1pp | 28.80%-9.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $34,876 | $7,018+397.0% | $6,424+442.9% | $4,661+648.3% |
| Participant deferral / active EE | $23,578 | $9,806+140.4% | $9,132+158.2% | $6,689+252.5% |
| Admin fee / account holder | $37,846 | $16,372+131.2% | $13,907+172.1% | $13,398+182.5% |