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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 | $1,253,816 | $95,383+1214.5% | $185,837+574.7% | $85,856+1360.4% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 15.95% | 23.59%-7.6pp | 122.08%-106.1pp | 318.58%-302.6pp |
| Employer contribution / active EE | $31,731 | $3,313+857.7% | $5,168+514.0% | $2,565+1137.0% |
| Participant deferral / active EE | $20,904 | $3,423+510.6% | $5,568+275.4% | $3,952+428.9% |
| Admin fee / account holder | $2,785 | $7,213-61.4% | $16,241-82.9% | $6,261-55.5% |