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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 | $183,539+502.6% | $155,556+611.0% | $145,897+658.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.63% | 61.31%-42.7pp | 64.84%-46.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $23,140 | $5,315+335.4% | $4,675+394.9% | $4,663+396.3% |
| Participant deferral / active EE | $14,752 | $6,467+128.1% | $5,631+162.0% | $6,689+120.5% |
| Admin fee / account holder | $196,819 | $19,275+921.1% | $15,885+1139.0% | $13,390+1369.9% |