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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 | $1,025,207 | $75,962+1249.6% | $154,108+565.3% | $64,173+1497.6% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | 2.05% | 30.32%-28.3pp | 735.21%-733.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $33,700 | $3,350+906.0% | $5,298+536.1% | $2,381+1315.5% |
| Participant deferral / active EE | $20,112 | $3,175+533.5% | $5,081+295.9% | $3,470+479.7% |
| Admin fee / account holder | $3,243 | $5,589-42.0% | $13,411-75.8% | $4,887-33.6% |