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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 | $923,095 | $77,908+1084.9% | $149,696+516.6% | $75,173+1128.0% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.0pp | 67.2%+30.6pp |
| Annual return | 16.70% | 31.73%-15.0pp | 134.46%-117.8pp | 160.72%-144.0pp |
| Employer contribution / active EE | $32,432 | $3,138+933.6% | $4,821+572.8% | $2,671+1114.3% |
| Participant deferral / active EE | $17,428 | $3,411+410.9% | $5,682+206.7% | $4,126+322.4% |
| Admin fee / account holder | $212,853 | $5,950+3477.6% | $13,212+1511.1% | $5,651+3666.9% |