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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 | $1,234,522 | $201,370+513.1% | $184,256+570.0% | $145,897+746.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.88% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $36,725 | $7,024+422.9% | $6,427+471.4% | $4,663+687.7% |
| Participant deferral / active EE | $20,347 | $9,808+107.5% | $9,133+122.8% | $6,689+204.2% |
| Admin fee / account holder | $496,499 | $16,364+2934.1% | $13,899+3472.1% | $13,390+3607.9% |