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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 | $100,147+997.1% | $81,286+1251.6% | $145,877+653.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 33.59% | 34.44%-0.8pp | 24.80%+8.8pp | 551.28%-517.7pp |
| Employer contribution / active EE | $4,170 | $2,977+40.1% | $2,463+69.3% | $4,663-10.6% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $49,328 | $8,201+501.5% | $5,764+755.8% | $13,402+268.1% |