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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 | $1,125,883 | $77,908+1345.1% | $149,696+652.1% | $75,173+1397.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.16% | 31.73%-17.6pp | 134.46%-120.3pp | 160.72%-146.6pp |
| Employer contribution / active EE | $30,700 | $3,138+878.4% | $4,821+536.8% | $2,671+1049.4% |
| Participant deferral / active EE | $17,701 | $3,411+418.9% | $5,682+211.5% | $4,126+329.0% |
| Admin fee / account holder | $72,466 | $5,950+1118.0% | $13,212+448.5% | $5,651+1182.5% |