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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 | $1,073,698 | $104,924+923.3% | $84,623+1168.8% | $152,885+602.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.14% | 373.82%-346.7pp | 258.77%-231.6pp | 345.39%-318.2pp |
| Employer contribution / active EE | $31,920 | $3,302+866.6% | $2,652+1103.4% | $4,763+570.1% |
| Participant deferral / active EE | $16,678 | $4,689+255.7% | $3,899+327.7% | $5,851+185.1% |
| Admin fee / account holder | $622 | $6,242-90.0% | $4,913-87.3% | $11,598-94.6% |