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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 | $1,093,829 | $91,179+1099.6% | $178,499+512.8% | $79,852+1269.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.16% | 24.19%-1.0pp | 151.10%-127.9pp | 31.72%-8.6pp |
| Employer contribution / active EE | $33,389 | $3,256+925.6% | $5,011+566.3% | $2,471+1251.2% |
| Participant deferral / active EE | $19,765 | $3,236+510.8% | $5,202+279.9% | $3,740+428.4% |
| Admin fee / account holder | $5,119 | $6,749-24.2% | $13,986-63.4% | $5,306-3.5% |