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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 | $879,767 | $77,901+1029.3% | $149,717+487.6% | $75,181+1070.2% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 21.56% | 31.73%-10.2pp | 134.41%-112.8pp | 160.69%-139.1pp |
| Employer contribution / active EE | $19,450 | $3,137+519.9% | $4,820+303.6% | $2,671+628.3% |
| Participant deferral / active EE | $14,495 | $3,411+325.0% | $5,682+155.1% | $4,126+251.3% |
| Admin fee / account holder | $2,207 | $5,949-62.9% | $13,213-83.3% | $5,650-60.9% |