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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 | $1,199,721 | $85,171+1308.6% | $172,752+594.5% | $72,975+1544.0% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 23.60% | 27.32%-3.7pp | 802.97%-779.4pp | 81.01%-57.4pp |
| Employer contribution / active EE | $33,249 | $3,324+900.3% | $5,144+546.4% | $2,440+1262.6% |
| Participant deferral / active EE | $17,263 | $3,260+429.6% | $5,198+232.1% | $3,608+378.5% |
| Admin fee / account holder | $37,461 | $5,880+537.1% | $13,955+168.4% | $5,124+631.1% |