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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 | $114,119+945.1% | $107,187+1012.7% | $138,895+758.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.59% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $19,670 | $4,059+384.6% | $3,782+420.1% | $4,194+369.0% |
| Participant deferral / active EE | $21,211 | $5,538+283.0% | $5,096+316.2% | $6,396+231.6% |
| Admin fee / account holder | $123,090 | $10,024+1128.0% | $9,162+1243.4% | $12,562+879.8% |