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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 | $1,246,501 | $85,171+1363.5% | $172,753+621.6% | $72,976+1608.1% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 22.63% | 27.32%-4.7pp | 803.00%-780.4pp | 81.02%-58.4pp |
| Employer contribution / active EE | $4,077 | $3,324+22.7% | $5,144-20.7% | $2,440+67.1% |
| Participant deferral / active EE | $23,206 | $3,260+611.8% | $5,198+346.5% | $3,608+543.2% |
| Admin fee / account holder | $85,819 | $5,880+1359.4% | $13,956+514.9% | $5,124+1574.8% |