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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 | $1,291,046 | $77,920+1556.9% | $149,723+762.3% | $75,177+1617.3% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 23.03% | 31.72%-8.7pp | 134.50%-111.5pp | 160.75%-137.7pp |
| Employer contribution / active EE | $36,710 | $3,138+1069.8% | $4,821+661.4% | $2,671+1274.4% |
| Participant deferral / active EE | $24,184 | $3,411+608.9% | $5,682+325.6% | $4,126+486.1% |
| Admin fee / account holder | $88,869 | $5,951+1393.5% | $13,215+572.5% | $5,651+1472.5% |