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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 | $1,583,537 | $78,690+1912.4% | $161,489+880.6% | $87,485+1710.1% |
| Participation rate | 93.5% | 67.5%+26.1pp | 78.7%+14.9pp | 68.9%+24.6pp |
| Annual return | 29.46% | 32.74%-3.3pp | 89.72%-60.3pp | 26.06%+3.4pp |
| Employer contribution / active EE | $38,249 | $2,588+1377.8% | $4,268+796.1% | $2,596+1373.2% |
| Participant deferral / active EE | $22,986 | $3,311+594.3% | $5,630+308.3% | $4,274+437.9% |
| Admin fee / account holder | $468,324 | $6,724+6865.4% | $16,006+2826.0% | $7,775+5923.6% |