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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% | $155,574+762.1% | $145,877+819.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.67% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $39,480 | $5,317+642.6% | $4,676+744.4% | $4,663+746.7% |
| Participant deferral / active EE | $25,615 | $6,466+296.1% | $5,629+355.0% | $6,691+282.9% |
| Admin fee / account holder | $98,071 | $19,316+407.7% | $15,914+516.2% | $13,402+631.8% |