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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 | $1,276,757 | $117,846+983.4% | $102,434+1146.4% | $145,884+775.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.25% | 31.90%-7.6pp | 29.46%-5.2pp | 551.85%-527.6pp |
| Employer contribution / active EE | $8,333 | $3,615+130.5% | $3,023+175.6% | $4,662+78.7% |
| Participant deferral / active EE | $24,000 | $5,733+318.6% | $5,055+374.8% | $6,690+258.8% |
| Admin fee / account holder | $16,667 | $13,356+24.8% | $9,462+76.1% | $13,392+24.5% |