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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 | $1,327,840 | $58,895+2154.6% | $178,503+643.9% | $73,497+1706.7% |
| Participation rate | 89.2% | 66.2%+23.0pp | 81.9%+7.3pp | 70.7%+18.5pp |
| Annual return | 12.36% | 24.86%-12.5pp | 151.12%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $33,942 | $2,236+1418.1% | $5,011+577.3% | $2,270+1395.2% |
| Participant deferral / active EE | $20,977 | $2,567+717.2% | $5,202+303.2% | $3,740+460.9% |
| Admin fee / account holder | $128,265 | $400+31936.0% | $13,987+817.0% | $513+24899.3% |