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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 | $1,587,632 | $183,592+764.8% | $155,567+920.5% | $145,959+987.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 19.36% | 61.24%-41.9pp | 64.74%-45.4pp | 561.95%-542.6pp |
| Employer contribution / active EE | $16,681 | $5,315+213.9% | $4,674+256.9% | $4,661+257.9% |
| Participant deferral / active EE | $11,461 | $6,464+77.3% | $5,628+103.7% | $6,689+71.4% |
| Admin fee / account holder | $4,709 | $19,318-75.6% | $15,916-70.4% | $13,398-64.9% |