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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 | $1,098,689 | $100,262+995.8% | $81,370+1250.2% | $145,897+653.1% |
| Participation rate | 77.8% | 74.3%+3.5pp | 69.5%+8.2pp | 80.3%-2.5pp |
| Annual return | 33.59% | 34.52%-0.9pp | 24.85%+8.7pp | 552.29%-518.7pp |
| Employer contribution / active EE | $4,170 | $2,979+40.0% | $2,464+69.2% | $4,663-10.6% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $49,328 | $8,163+504.3% | $5,749+758.0% | $13,390+268.4% |