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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 | $1,341,129 | $183,592+630.5% | $155,567+762.1% | $145,959+818.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.67% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $39,480 | $5,315+642.8% | $4,674+744.7% | $4,661+747.1% |
| Participant deferral / active EE | $25,615 | $6,464+296.3% | $5,628+355.2% | $6,689+283.0% |
| Admin fee / account holder | $98,071 | $19,318+407.7% | $15,916+516.2% | $13,398+632.0% |