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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 | $973,126 | $77,908+1149.1% | $149,696+550.1% | $75,173+1194.5% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.5pp | 67.2%+23.1pp |
| Annual return | 22.24% | 31.73%-9.5pp | 134.46%-112.2pp | 160.72%-138.5pp |
| Employer contribution / active EE | $31,005 | $3,138+888.1% | $4,821+543.2% | $2,671+1060.8% |
| Participant deferral / active EE | $19,726 | $3,411+478.3% | $5,682+247.2% | $4,126+378.1% |
| Admin fee / account holder | $64,749 | $5,950+988.3% | $13,212+390.1% | $5,651+1045.9% |