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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 | $1,137,406 | $70,366+1516.4% | $66,674+1605.9% | $138,895+718.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 16.10% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $26,318 | $2,765+851.8% | $2,620+904.5% | $4,194+527.5% |
| Participant deferral / active EE | $23,237 | $4,374+431.2% | $4,084+469.0% | $6,396+263.3% |
| Admin fee / account holder | $7,577 | $5,262+44.0% | $5,098+48.6% | $12,562-39.7% |