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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 | $1,291,043 | $91,198+1315.7% | $178,503+623.3% | $79,856+1516.7% |
| Participation rate | 88.5% | 69.2%+19.2pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 21.07% | 24.20%-3.1pp | 151.12%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $30,775 | $3,257+845.0% | $5,011+514.1% | $2,471+1145.4% |
| Participant deferral / active EE | $18,928 | $3,237+484.8% | $5,202+263.8% | $3,741+406.0% |
| Admin fee / account holder | $4,490 | $6,748-33.5% | $13,987-67.9% | $5,306-15.4% |