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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 | $865,938 | $77,908+1011.5% | $149,696+478.5% | $75,173+1051.9% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 21.93% | 31.73%-9.8pp | 134.46%-112.5pp | 160.72%-138.8pp |
| Employer contribution / active EE | $25,712 | $3,138+719.4% | $4,821+433.4% | $2,671+862.7% |
| Participant deferral / active EE | $22,592 | $3,411+562.3% | $5,682+297.6% | $4,126+447.5% |
| Admin fee / account holder | $65,054 | $5,950+993.4% | $13,212+392.4% | $5,651+1051.3% |