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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 | $1,190,159 | $124,324+857.3% | $111,303+969.3% | $167,497+610.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.61% | 37.44%-23.8pp | 54.66%-41.1pp | 478.62%-465.0pp |
| Employer contribution / active EE | $2,885 | $3,436-16.0% | $2,731+5.6% | $4,838-40.4% |
| Participant deferral / active EE | $10,552 | $5,181+103.7% | $4,488+135.1% | $6,341+66.4% |
| Admin fee / account holder | $38,987 | $10,620+267.1% | $7,965+389.5% | $12,310+216.7% |