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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 | $1,020,097 | $183,592+455.6% | $155,567+555.7% | $145,959+598.9% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 34.49% | 61.24%-26.7pp | 64.74%-30.2pp | 561.95%-527.5pp |
| Employer contribution / active EE | $28,707 | $5,315+440.1% | $4,674+514.2% | $4,661+515.9% |
| Participant deferral / active EE | $18,341 | $6,464+183.7% | $5,628+225.9% | $6,689+174.2% |
| Admin fee / account holder | $3,197 | $19,318-83.5% | $15,916-79.9% | $13,398-76.1% |