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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 | $1,042,473 | $77,908+1238.1% | $149,696+596.4% | $75,173+1286.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.56% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $34,658 | $3,138+1004.5% | $4,821+618.9% | $2,671+1197.6% |
| Participant deferral / active EE | $22,204 | $3,411+550.9% | $5,682+290.8% | $4,126+438.1% |
| Admin fee / account holder | $120,779 | $5,950+1930.0% | $13,212+814.2% | $5,651+2037.5% |