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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 | $1,217,685 | $69,248+1658.4% | $64,101+1799.6% | $139,466+773.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.82% | 45.95%-23.1pp | 33.72%-10.9pp | 373.66%-350.8pp |
| Employer contribution / active EE | $4,842 | $3,185+52.0% | $2,749+76.1% | $4,754+1.8% |
| Participant deferral / active EE | $17,080 | $4,682+264.8% | $3,881+340.1% | $6,712+154.5% |
| Admin fee / account holder | $43,658 | $4,247+927.9% | $3,070+1321.9% | $11,409+282.7% |