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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 | $183,539+630.7% | $155,556+762.2% | $145,897+819.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.67% | 61.31%-48.6pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $39,480 | $5,315+642.8% | $4,675+744.4% | $4,663+746.7% |
| Participant deferral / active EE | $25,615 | $6,467+296.1% | $5,631+354.9% | $6,689+282.9% |
| Admin fee / account holder | $98,071 | $19,275+408.8% | $15,885+517.4% | $13,390+632.4% |