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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 | $1,343,039 | $183,592+631.5% | $155,574+763.3% | $145,877+820.7% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 12.15% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $57,809 | $5,317+987.3% | $4,676+1136.4% | $4,663+1139.8% |
| Participant deferral / active EE | $6,476 | $6,466+0.2% | $5,629+15.0% | $6,691-3.2% |
| Admin fee / account holder | $28,270 | $19,316+46.4% | $15,914+77.6% | $13,402+110.9% |