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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 | $1,036,017 | $77,908+1229.8% | $149,696+592.1% | $75,173+1278.2% |
| Participation rate | 90.4% | 65.6%+24.8pp | 78.8%+11.6pp | 67.2%+23.2pp |
| Annual return | 14.51% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $27,301 | $3,138+770.1% | $4,821+466.3% | $2,671+922.1% |
| Participant deferral / active EE | $12,244 | $3,411+259.0% | $5,682+115.5% | $4,126+196.7% |
| Admin fee / account holder | $33,654 | $5,950+465.6% | $13,212+154.7% | $5,651+495.6% |