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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 | $1,015,628 | $102,422+891.6% | $147,117+590.4% | $80,959+1154.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.43% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $11,247 | $3,717+202.6% | $4,932+128.0% | $2,757+307.9% |
| Participant deferral / active EE | $13,733 | $6,652+106.4% | $8,065+70.3% | $4,300+219.3% |
| Admin fee / account holder | $23,017 | $7,953+189.4% | $12,993+77.2% | $6,925+232.4% |