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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 | $1,301,295 | $95,383+1264.3% | $185,837+600.2% | $85,856+1415.7% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 12.91% | 23.59%-10.7pp | 122.08%-109.2pp | 318.58%-305.7pp |
| Employer contribution / active EE | $36,410 | $3,313+999.0% | $5,168+604.5% | $2,565+1319.4% |
| Participant deferral / active EE | $20,403 | $3,423+496.0% | $5,568+266.4% | $3,952+416.3% |
| Admin fee / account holder | $42,209 | $7,213+485.2% | $16,241+159.9% | $6,261+574.2% |