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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 | $1,192,639 | $111,535+969.3% | $105,223+1033.4% | $137,256+768.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.59% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $19,670 | $3,939+399.3% | $3,689+433.3% | $4,156+373.3% |
| Participant deferral / active EE | $21,211 | $5,500+285.7% | $5,072+318.2% | $6,407+231.1% |
| Admin fee / account holder | $123,090 | $9,721+1166.2% | $8,859+1289.5% | $12,270+903.2% |