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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 | $1,141,753 | $91,198+1152.0% | $178,503+539.6% | $79,856+1329.8% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 13.38% | 24.20%-10.8pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $34,099 | $3,257+947.1% | $5,011+580.5% | $2,471+1279.9% |
| Participant deferral / active EE | $19,441 | $3,237+500.7% | $5,202+273.7% | $3,741+419.7% |
| Admin fee / account holder | $86,249 | $6,748+1178.1% | $13,987+516.6% | $5,306+1525.4% |