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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 | $1,076,991 | $77,908+1282.4% | $149,696+619.5% | $75,173+1332.7% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 58.46% | 31.73%+26.7pp | 134.46%-76.0pp | 160.72%-102.3pp |
| Employer contribution / active EE | $22,463 | $3,138+615.9% | $4,821+366.0% | $2,671+741.0% |
| Participant deferral / active EE | $13,896 | $3,411+307.4% | $5,682+144.6% | $4,126+236.8% |
| Admin fee / account holder | $127,472 | $5,950+2042.5% | $13,212+864.8% | $5,651+2155.9% |