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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 | $934,855 | $84,236+1009.8% | $170,435+448.5% | $70,126+1233.1% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+10.0pp | 69.5%+24.0pp |
| Annual return | 12.58% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $30,605 | $3,387+803.6% | $5,432+463.4% | $2,343+1206.5% |
| Participant deferral / active EE | $19,394 | $3,086+528.5% | $4,939+292.6% | $3,332+482.1% |
| Admin fee / account holder | $201,093 | $5,698+3429.0% | $13,881+1348.7% | $4,645+4228.8% |