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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 | $1,078,594 | $182,442+491.2% | $163,379+560.2% | $138,895+676.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.97% | 72.74%-52.8pp | 63.41%-43.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $26,348 | $4,159+533.5% | $3,752+602.2% | $4,194+528.2% |
| Participant deferral / active EE | $16,434 | $6,817+141.1% | $6,282+161.6% | $6,396+156.9% |
| Admin fee / account holder | $160,954 | $10,396+1448.3% | $9,818+1539.4% | $12,562+1181.3% |