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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 | $1,171,866 | $137,414+752.8% | $189,545+518.3% | $85,851+1265.0% |
| Participation rate | 82.8% | 84.6%-1.9pp | 87.8%-5.0pp | 69.3%+13.4pp |
| Annual return | 22.53% | 38.14%-15.6pp | 555.36%-532.8pp | 318.63%-296.1pp |
| Employer contribution / active EE | $23,379 | $4,344+438.1% | $6,162+279.4% | $2,565+811.3% |
| Participant deferral / active EE | $14,435 | $6,260+130.6% | $8,220+75.6% | $3,952+265.2% |
| Admin fee / account holder | $34,072 | $8,630+294.8% | $12,049+182.8% | $6,261+444.2% |