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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 | $1,040,142 | $95,406+990.2% | $185,849+459.7% | $85,847+1111.6% |
| Participation rate | 93.1% | 68.8%+24.3pp | 81.7%+11.4pp | 69.3%+23.8pp |
| Annual return | 13.04% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $35,925 | $3,314+984.2% | $5,169+595.1% | $2,565+1300.4% |
| Participant deferral / active EE | $21,164 | $3,424+518.2% | $5,569+280.0% | $3,952+435.5% |
| Admin fee / account holder | $103,822 | $7,214+1339.1% | $16,244+539.2% | $6,261+1558.3% |