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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 | $1,149,206 | $160,070+617.9% | $147,117+681.2% | $145,897+687.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.89% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $41,904 | $5,285+693.0% | $4,932+749.6% | $4,663+798.7% |
| Participant deferral / active EE | $21,875 | $8,419+159.8% | $8,065+171.3% | $6,689+227.0% |
| Admin fee / account holder | $39,769 | $15,035+164.5% | $12,993+206.1% | $13,390+197.0% |