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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 | $1,905,703 | $166,020+1047.9% | $164,866+1055.9% | $145,959+1205.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.06% | 100.08%-88.0pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $26,228 | $5,275+397.3% | $4,343+504.0% | $4,661+462.7% |
| Participant deferral / active EE | $16,414 | $6,961+135.8% | $6,033+172.1% | $6,689+145.4% |
| Admin fee / account holder | $123,448 | $16,644+641.7% | $12,689+872.9% | $13,398+821.4% |