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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 | $201,344+513.1% | $184,243+570.1% | $145,877+746.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.88% | 29.01%-18.1pp | 28.82%-17.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $36,725 | $7,022+423.0% | $6,427+471.4% | $4,663+687.6% |
| Participant deferral / active EE | $20,347 | $9,807+107.5% | $9,132+122.8% | $6,691+204.1% |
| Admin fee / account holder | $496,499 | $16,382+2930.8% | $13,914+3468.4% | $13,402+3604.6% |