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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 | $1,106,036 | $183,592+502.4% | $155,567+611.0% | $145,959+657.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.63% | 61.24%-42.6pp | 64.74%-46.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $23,140 | $5,315+335.4% | $4,674+395.1% | $4,661+396.5% |
| Participant deferral / active EE | $14,752 | $6,464+128.2% | $5,628+162.1% | $6,689+120.6% |
| Admin fee / account holder | $196,819 | $19,318+918.8% | $15,916+1136.6% | $13,398+1369.0% |