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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 | $1,217,369 | $95,406+1176.0% | $185,849+555.0% | $85,847+1318.1% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 21.90% | 23.59%-1.7pp | 122.10%-100.2pp | 318.61%-296.7pp |
| Employer contribution / active EE | $47,314 | $3,314+1327.9% | $5,169+815.4% | $2,565+1744.4% |
| Participant deferral / active EE | $11,707 | $3,424+241.9% | $5,569+110.2% | $3,952+196.2% |
| Admin fee / account holder | $201,493 | $7,214+2693.0% | $16,244+1140.4% | $6,261+3118.4% |