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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 | $1,747,689 | $211,224+727.4% | $178,505+879.1% | $145,897+1097.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.86% | 30.28%-12.4pp | 27.16%-9.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,607 | $4,577-64.9% | $3,955-59.4% | $4,663-65.5% |
| Participant deferral / active EE | $26,000 | $6,966+273.3% | $6,280+314.0% | $6,689+288.7% |
| Admin fee / account holder | $4,531 | $12,109-62.6% | $10,428-56.6% | $13,390-66.2% |